Get Automatic Clearing House Authorization Form

The Automatic Clearing House Authorization Form is essential for setting up electronic payment transfers. This guide will help you navigate the form's sections and fields with clarity and ease, ensuring that you complete it accurately online.

Follow the steps to fill out the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your name as it appears on your official documents in the designated NAME field. This information is crucial for accurate identification.
3. Enter your mailing address in the STREET/PO BOX, CITY, STATE, and ZIP fields. Ensure this matches your official address.
4. If applicable, include your DBA or trade name in the corresponding field. This helps identify your business operations.
5. Select your business designation from the options provided, such as Individual, Sole Proprietor, Corporation, Partnership, or State/Local Government, and provide your Taxpayer Identification Number (TIN) where required.
6. If payments are to be sent to a different address, complete the REMIT TO ADDRESS section with the relevant information.
7. (Optional) Fill out the voluntary demographic section concerning your firm's ethnicity and gender, if you choose to provide this information.
8. In the IRS Certification section, confirm that the information is correct and review the conditions regarding backup withholding. Make sure to read and understand the certification before proceeding.
9. Sign and date the form in the provided fields. Also, include your phone number for contact purposes.
10. After completing the form, you may save changes, download, print, or share the filled form as needed.

Complete your documents online with confidence to streamline your processes efficiently.