Get Ach Change Formpdf - Mindbody Support Center

Filling out the ACH Change Form is an essential process for making updates to your banking information with MINDBODY. This guide provides a clear, step-by-step approach to assist you in completing the form accurately and efficiently.

Follow the steps to complete your ACH Change Form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editing interface.
2. Fill in your merchant ID number in the 'Merchant ID #' section, ensuring that it is accurate to avoid processing delays.
3. Provide your DBA (Doing Business As) or legal name in the designated field, as well as your taxpayer identification number (TIN). Make sure the TIN consists of 9 digits.
4. Indicate the type of taxpayer identification by selecting either EIN, ITIN, or Social Security Number, and choose if you are an exempt payee.
5. Select the type of ownership from the options provided, such as Sole Proprietorship or LLC. Note that changes to the TIN or ownership type will require a new merchant application.
6. Complete the ACH Information section by noting whether you are updating or adding bank accounts. Remember that a $15.00 fee applies for processing each form, unless otherwise agreed.
7. For each bank account update or addition, fill out the bank name, routing number, and account number. Specify if it is a checking or savings account and select any applicable options.
8. If applicable, add or change the authorized signer by filling in their signature, printed name, and the reason for the change. Ensure to include any necessary social security number for new signers.
9. Sign the certification section at the bottom of the form indicating that all information provided is accurate and authorized. This includes the current authorized signer's printed name and signature.
10. Once you have completed all sections, review the form to ensure accuracy. Finally, you can save changes, download a copy, print the form, or share it as needed.

Complete your ACH Change Form online today to ensure your banking details are up to date.