Get Electronic Funds Request Form - Boston Mutual

This guide provides a comprehensive overview of the Electronic Funds Request Form from Boston Mutual. It aims to assist users in completing the form online with clear, step-by-step instructions that cater to various needs and ensure compliance with requirements.

Follow the steps to fill out the Electronic Funds Request Form accurately.

1. Press the ‘Get Form’ button to obtain the Electronic Funds Request Form and open it in your preferred editor.
2. Begin filling out the form by entering your name and address in the provided fields.
3. Indicate whether you are making a new request or a change/addition by selecting the appropriate option.
4. Provide your policy numbers and the name of the insured in the specified sections.
5. Select your preferred billing date by marking one of the available options (1st, 5th, 10th, 15th, 20th, or 25th). If no date is chosen, the system will automatically select the 25th.
6. Choose the account type from which funds will be withdrawn: check the box for checking accounts and attach a voided check, or check the box for statement savings accounts and include a copy of your bank statement.
7. Complete the required fields for name as shown on the account, financial institution name, branch address, transit/routing number, and account number.
8. If applicable, specify any additional requests, such as adjustments to policy loans or contributions to a Premium Deposit Fund, and enter the respective amounts.
9. Leave any comments or additional instructions in the comments section.
10. Review the EFT authorization section carefully; ensure both the primary account holder's and the joint account holder's signatures are present if it is a joint account.
11. Finally, save your changes, then download, print, or share the completed form as required.

Complete your Electronic Funds Request Form online today to ensure your financial arrangements are handled efficiently.