Get Concord Eft Enrollment Formpdf - Shuffain-aronson Insurance Bb

Filling out the Concord EFT Enrollment Form is a crucial step in setting up electronic funds transfer for your insurance payments. This guide will provide you with clear instructions on completing each section of the form to ensure a smooth enrollment process.

Follow the steps to complete your EFT enrollment form successfully.

1. Press the ‘Get Form’ button to access the Concord EFT Enrollment Form and open it in your document editor.
2. Begin by selecting the appropriate option that applies to your situation. Choose from: (1) New policy enrollment, (2) Existing policyholder enrolling in EFT, or (3) Change to an existing EFT account.
3. In the section for policy numbers, list all policies affected by the EFT request clearly.
4. Fill in your full name as the policyholder in the designated area.
5. Provide your complete address, including state and ZIP code, in the respective fields.
6. Enter the name of your Independent Agency, as directed on the form.
7. Authorize The Concord Group Insurance Companies to initiate transactions by providing your bank details: insert your bank's name, city, and state/ZIP.
8. Indicate the type of account as either checking or savings. If you select checking, remember to attach a voided check to the form.
9. Fill in your ABA Routing Number within the provided space; ensure the number is accurate.
10. Provide your account number precisely, as it appears on your bank documents.
11. Write your name as it appears on the bank account in the specified area.
12. Sign and date the form in the designated fields to verify your authorization.
13. Once you complete the form, save any changes, and proceed to download, print, or share it as necessary before submitting it to your Independent Agent for processing.

Take action today by filling out your documents online to streamline your insurance payments.