Get Golden Rule Eft Form

Filling out the Golden Rule Electronic Funds Transfer (EFT) Form online is a straightforward process. This guide will help you navigate through each section of the form, ensuring that all information is accurately provided for a smooth transaction.

Follow the steps to complete the Golden Rule EFT Form online:

1. Press the ‘Get Form’ button to obtain the form and open it for editing. This will allow you to fill out the necessary information electronically.
2. Begin by entering your ID number in the designated field at the top of the form.
3. Print the name of the primary insured or account owner in the provided space. Ensure the spelling matches official documents.
4. Sign the form in the area marked for the primary insured or owner. Your signature confirms your agreement to the terms of the EFT.
5. Provide the primary insured’s email address for communication purposes.
6. Select your EFT options by checking either ‘Monthly’ or ‘Quarterly’. Be aware that selecting the ‘Quarterly’ option means you will not receive quarterly billing.
7. Indicate the day of the month or quarter when you would like the funds to be drafted from your account.
8. Fill out the account holder information section with your name as it appears on your bank check.
9. Complete the address field, ensuring to provide a physical address since P.O. Boxes are not accepted.
10. Enter your city, state, and ZIP code in the appropriate fields.
11. Provide a phone number where you can be reached.
12. Sign the authorization below the account holder’s signature section, certifying your permission for the debit entries.
13. Print your name as shown on the account underneath your signature.
14. Enter the date you are signing the form in the designated area.
15. Write your nine-digit routing number and your checking account number in the specified fields to facilitate the transfer.
16. Complete the financial institution’s information section, providing the name and address of your bank.
17. Once all sections are filled out, review your information for accuracy before submitting.
18. Save your changes, then either download or print the completed form for your records. You may also share it as needed.

Complete the Golden Rule EFT Form online to ensure your transactions are managed smoothly.