Get Electronic Funds Transfer (eft) Authorization Form - Wesleyan ...

Filling out the Electronic Funds Transfer (EFT) Authorization Form for Wesleyan Investment Foundation can be a straightforward process. This guide provides a detailed walkthrough to help you complete the form online, ensuring all necessary information is accurately submitted.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, enter your WIF account number. If you are opening a new account, leave this field blank.
3. Fill in the name(s) on the account, ensuring this matches your WIF account holder details.
4. Provide your primary phone number and an alternative phone number for contact purposes.
5. Enter your email address, which will be used for communication regarding your transfers.
6. Insert your signature where indicated and date the form to validate your authorization.
7. In the transfer information section, indicate if you are opening a new WIF savings account and specify the initial deposit amount.
8. For recurring transfers, fill out the transfer details for both deposits and withdrawals, including the amounts and preferred schedule (weekly, bi-weekly, or monthly).
9. Provide the beginning date for each recurring transfer, considering weekends and holidays.
10. In the banking information section, either attach a voided check or manually enter the type of account (checking or savings), bank name, routing number, account number, and name on the account.
11. Ensure the name on the account matches the WIF account holder's name as third party transfers are not permitted.
12. Review all provided information for accuracy before saving your changes. After completing the form, download, print, or share it according to your preference.

Complete your Electronic Funds Transfer Authorization Form online today to ensure efficient and timely fund transfers.