Get Authorization For Automatic Transfer (payment) - Wells Fargo

Filling out the Authorization for Automatic Transfer (Payment) form from Wells Fargo can streamline your payment process by allowing automatic withdrawals from your account. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to fill out the form correctly:

1. Press the ‘Get Form’ button to obtain the Authorization for Automatic Transfer (Payment) form and open it in your preferred editing tool.
2. Indicate whether this will be a new automatic transfer, a change to an existing transfer, or the cancellation of an existing transfer.
3. Fill in the transfer details in the 'Transfer From' section. Enter your checking or savings account information along with the routing transit number, customer name, and account number.
4. In the 'Transfer To' section, provide the institution name and account number for the transfer destination.
5. Select the payment option that applies to you by indicating the transfer amount. You can choose a regular payment, regular payment plus additional principal, or a fixed amount option as applicable.
6. Authorize Wells Fargo to debit your account by signing the form in the designated area. Make sure to date the signature appropriately.
7. Attach a voided check to verify the information provided on the form, as the bank will not accept a deposit slip.
8. Once completed, save your changes, and you can choose to download, print, or share the form for submission.

Complete your documents online today to simplify your payment processes.