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Get Pre-authorized Debit Pad - Ivari
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How to fill out the Pre-Authorized Debit PAD - Ivari online
The Pre-Authorized Debit (PAD) form by Ivari allows for automatic withdrawals from your bank account to cover insurance premiums. This guide provides clear and concise instructions for users to easily complete the form online, ensuring a smooth process for managing your payments.
Follow the steps to successfully complete the form online.
- Press the ‘Get Form’ button to access the Pre-Authorized Debit PAD - Ivari form and open it in the editor.
- In the 'Policy Information' section, fill in the owner(s) information including their Ivari policy number(s), last names, and first names.
- If the payor is different from the owner(s), complete the 'Payor Information' section by entering the payor's last name, first name, initial(s), street address, apartment/suite number (if applicable), city, province, postal code, date of birth, and occupation or business.
- Indicate the relationship of the payor to the owner(s) in the designated field.
- In the 'PAD Withdrawal Information' section, select the frequency of the payments (monthly, quarterly, semi-annually, or annually) and input the effective date and total amount to be withdrawn.
- Attach a personalized pre-printed void cheque where indicated to authorize the bank for automatic withdrawals.
- Carefully read through the 'Acknowledgement/Authorization' section to understand your rights and responsibilities under this agreement.
- Sign and date the form. All owners and the payor must provide their signatures and the date.
- After completing the form, you can save changes, download, print, or share the completed form as needed.
Start filling out your Pre-Authorized Debit PAD - Ivari form online today.
You may surrender your insurance policy by completing sections 1, 5(b) & 7 of the Policy Service form and signing on page 4. Please be advised that this transaction may cause a taxable consequence. Please contact your advisor or ivari Customer Service at 1-800-846-5970 for more information.
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