Get Pre-authorized Checking Pac Agreement Protective Life

The Pre-Authorized Checking (PAC) Agreement from Protective Life allows users to set up automatic payments for premiums or loan repayments. This guide will walk you through each step necessary to complete this form accurately and efficiently.

Follow the steps to fill out the Pre-Authorized Checking PAC Agreement

1. Press the ‘Get Form’ button to access the PAC Agreement document. This will open the form in the online editor where you can begin filling it out.
2. Identify the owner of the policy and fill in their name in the designated space. If there is a joint owner, include their name in the appropriate field as well.
3. Enter the contract number, which can typically be found on your policy documents, in the designated section.
4. Provide a daytime phone number where you can be reached for any inquiries related to your agreement.
5. Indicate the reason for submitting the form by selecting one of the options: Premium PAC set up, Loan repayment PAC set up, or Changes to existing PAC.
6. For the section titled Dollar Amount & Frequency Options, enter the initial premium amount, subsequent premium, or minimum quarterly loan repayment as appropriate. Choose the frequency of the payment: Monthly, Quarterly, Semi-Annually, or Annually.
7. Fill in the date of the first debit to ensure correct scheduling of the payment.
8. In the Financial Institution Information section, provide the name of the bank or financial institution you are using and include their phone number.
9. Enter the complete address of your financial institution, including account number and other details as specified.
10. Sign the form in the Signatures section, including your name and the date. If applicable, ensure the joint depositor also signs the form.
11. Review all entered information for accuracy. Once confirmed, save the changes, download the form, print it if necessary, or share it as required.

Complete your Pre-Authorized Checking PAC Agreement online today to set up your automatic payments.