Get Correspondent Automatic Deposits Payments Achxls

This guide provides clear instructions on how to complete the Correspondent Automatic Deposits Payments ACHxls form online. Follow each step to ensure accurate and timely processing of your automatic deposits and preauthorized payments.

Follow the steps to successfully fill out the Correspondent Automatic Deposits Payments ACHxls form.

1. Press the ‘Get Form’ button to retrieve the Correspondent Automatic Deposits Payments ACHxls form and open it in your online document editor.
2. Begin by entering your account name in the designated field for automatic deposits.
3. If applicable, provide the joint account name in the specified section.
4. Input your account number in the provided space for identification.
5. Indicate whether you are a new customer or updating your existing customer information by checking the appropriate box.
6. For automatic deposits, authorize Sterne, Agee & Leach, Inc. by selecting your preferred frequency (annual, daily, monthly, quarterly, semi-annually, or weekly) and entering the beginning date.
7. Specify the amount to be disbursed if you are choosing automatic distribution from your Brokerage or IRA account.
8. Select the source of your automatic distribution, such as money market interest, dividends, or free credit balance, by checking the relevant boxes.
9. For preauthorized payments, similarly authorize the company by designating the frequency, beginning date, and the amount to be deposited.
10. Provide your bank account information, including the depository name, 9-digit routing number, and branch details, ensuring you type or print clearly.
11. Select your account type (checking or savings) and enter the corresponding account number.
12. Include a voided bank check or savings account deposit slip as required.
13. Complete the customer acknowledgment section by signing and dating the form. Ensure the joint account holder, if applicable, also signs and dates.
14. Once all sections are filled out correctly, you can save your changes, download, print, or share the form as needed.

Start filling out your Correspondent Automatic Deposits Payments ACHxls form online today!