Get Electronic Funds Transfer (eft) Payment Option

The Electronic Funds Transfer (EFT) payment option allows groups to remit premiums digitally, streamlining the payment process and reducing manual tasks. This guide will provide clear, step-by-step instructions on how to complete the EFT authorization form effectively.

Follow the steps to complete the EFT authorization form successfully.

1. Press the ‘Get Form’ button to access the authorization form and open it in your browser.
2. Begin by filling out your bank's name in the section labeled 'Bank Name.' Ensure you enter the correct bank name as it appears on your documents.
3. In the 'Bank Address' section, provide the full address of your bank, including street, city, state, and zip code.
4. Locate your bank's transit routing number and input it in the 'Transit Routing #' field. This number is crucial for setting up your electronic payments.
5. Next, fill in your bank account number in the 'Account #' field. Double-check this number for accuracy to avoid any payment issues.
6. Select 'Checking' as your Account Type if this is the account you wish to use for transfers.
7. Enter the name under which the bank account is held in the 'Account Title' section.
8. The form requires the signature of the person authorizing this payment setup. Provide your signature in the 'Signature of Authorizing Party' field.
9. Print your name in the 'Printed Name' section underneath the signature.
10. Fill in the 'Group/Division Name' and 'Group/Division Number' to identify your group's account.
11. Attach a voided check or a photocopy of a canceled check to the form above the specified line.
12. Once you have filled out all sections, you can save your changes, download, print, or share the completed form as needed.

Take the next step towards efficient payments - complete and submit your EFT authorization form online today.