Get Epaccount

This guide provides clear instructions on how to complete the Epaccount form online for establishing or modifying an electronic payment account. Following these steps will ensure a smooth and efficient process for managing your payment methods.

Follow the steps to accurately complete the Epaccount form.

1. Click the ‘Get Form’ button to access the Epaccount document and open it for editing.
2. In SECTION I, select the type of request you are making: New Authorization, Change of Bank Account, or Add policy/contract.
3. Proceed to SECTION II and fill in the Bank Account Owner Information. Specify whether the owner is an Individual or a Business Entity, and provide necessary names and addresses.
4. If applicable, enter details for a Joint Owner of the Bank Account, including their first name, middle name, and last name.
5. In SECTION III, outline the Policy/Contract Payment Information. Select the recurring payment type, amount, and the relationship of the Bank Account Owner to the Insured or Contract Owner.
6. Indicate the Withdrawal Date in SECTION III, specifying when you prefer the withdrawals to occur each month.
7. In SECTION IV, provide your Bank Information including the account type, banking institution routing number, account number, and the bank address.
8. Review SECTION V for ACH Withdrawal Authorization, making sure you understand the terms, and authorize the companies to initiate withdrawals.
9. In SECTION VI, ensure all Bank Account Owners sign the form as required, and include printed names and dates.
10. Before finalizing, check that all required information is completed and signatures are provided. Finally, return the pages as instructed to the appropriate address.

Complete your Epaccount form online today to manage your payments seamlessly.