
Preauthorized Transfer (PAT) For your convenience, and with your written authorization, the Columbus Life Insurance Company of Cincinnati, Ohio (CLIC) can electronically transfer funds from your checking.
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How to fill out the Funds Transfer Authorization. CL 35.47 (05/15) (fillable) online
The Funds Transfer Authorization form, CL 35.47 (05/15), allows users to authorize electronic transfers for premium payments to Columbus Life Insurance Company. This guide provides a comprehensive overview of how to complete this form online, ensuring that all necessary information is accurately provided.
Follow the steps to successfully complete the authorization form.
- Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Begin by filling in the 'Bank Name' and 'Bank Address' sections. Ensure that you provide the complete address, including city, state, and zip code.
- Input your bank's routing number and checking account number accurately in the designated fields.
- Carefully read the authorization statement. By signing this section, you grant permission for electronic funds transfers to be made to Columbus Life Insurance Company.
- If applicable, check the box for initial premium draft acknowledgment and ensure you understand the terms regarding policy activation.
- Select the frequency of withdrawals from the options: Monthly, Quarterly, Semi-Annually, or Annually. If no option is selected, the default will be monthly.
- Sign the form as the premium payer/account holder. If it’s a joint account, ensure the second holder also signs and prints their name.
- Review all the filled out information to ensure accuracy. Once confirmed, save your changes, and choose to download, print, or share the completed form as needed.
Complete your Funds Transfer Authorization form online today for a seamless experience.
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