Get Ing/reliastar Eft Authorization Form - Cbiz Life Insurance ...

Filling out the ING/ReliaStar EFT Authorization Form is a straightforward process that allows users to set up direct deposit for their life insurance compensation. This guide offers step-by-step instructions to ensure that users can complete the form accurately and efficiently.

Follow the steps to fill out the form successfully.

1. Click ‘Get Form’ button to access the authorization form and open it for editing.
2. Begin by selecting the business units from which you wish to receive direct deposit. If you do not want all commissions paid via direct deposit, indicate which specific business units to include.
3. Next, specify your deposit instructions. Choose whether you prefer one or two accounts. For one account, indicate that you want 100% of your compensation deposited into Account #1. For two accounts, specify the percentage for Account #1 and mention that the remaining balance will go to Account #2.
4. Fill in the details for Account #1. Include whether it is a checking or savings account, the name of your financial institution, the transit/ABA number, account owner name, account number, and the branch address.
5. If you selected two accounts, repeat the process for Account #2, providing all required information for this account.
6. Sign and date the form in the authorization section to establish your agreement. Provide your printed name, contact phone number, and the last four digits of your SSN or TIN. If applicable, include the name of your corporation.
7. Review all entered information for accuracy. Once satisfied, save your changes and prepare to submit the completed form online.
8. Print or download the form for your records, then mail or fax it to the provided ING Service Center address or fax number.

Complete your ING/ReliaStar EFT Authorization Form online today for seamless direct deposit setup.