Get Ach Authorization Agreement Form - Wells Fargo Advisors

Filling out the ACH Authorization Agreement Form is a straightforward process that enables you to authorize automatic fund transfers between your bank account and your brokerage account at Wells Fargo Advisors. This guide provides clear instructions for each section of the form to ensure you complete it correctly.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the ACH Authorization Agreement Form in your browser.
2. Begin by filling in the account number in the designated field. This information is required, so ensure accuracy.
3. Provide the account title and, if necessary, any additional details required in the account title continuation section.
4. In the bank account information section, specify whether this is a new authorization or an update to an existing ACH. If updating, mark the relevant option.
5. Complete the name on the bank account fields, as this should match the name on your official bank documents.
6. Enter the bank's name, city, state, and zip code. Ensure that the information matches your bank's records.
7. Input the ABA bank routing number, which is a 9-digit number located at the bottom left corner of your checks.
8. Fill out your bank account number and indicate whether the account is a checking or savings type.
9. If you are using a non-Wells Fargo bank account, attach a voided check or deposit slip as required.
10. Select your transfer instructions. Choose from transfer on demand, periodic transfers, one-time transfers, or automatic transfer for settlement, and provide the necessary details.
11. Ensure all required signatures are completed. Every account holder must sign and date the form.
12. Review the completed form for accuracy. Make sure all fields are filled out correctly and all necessary documents are attached.
13. Once everything is in order, save any changes, download the form for your records, print it if needed, or share it as appropriate.

Complete the ACH Authorization Agreement Form online today to streamline your fund transfers!