Get Ach Moneylink Form Moneylink Is A Service Provided By Cor

The ACH MoneyLink Form is essential for facilitating better cash management by connecting your bank and investment accounts. This guide provides step-by-step instructions to help you complete the form accurately and effectively.

Follow the steps to successfully fill out the ACH MoneyLink Form.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. In the first section, labeled 'Account Information', provide the name of your brokerage account under 'Brokerage Account Title' and include your 'Brokerage Account Number'.
3. Proceed to 'Type of Request'. Here, select the appropriate options for your request by marking the corresponding checkbox, such as 'Standing Instructions for On Demand', 'Dividends/Interest', 'Distributions', or 'Contributions'. Specify the frequency, amount, and start date for your selected option.
4. Next, fill in the 'Bank/Credit Union Account Information'. Indicate the type of account you are using (either 'Checking' or 'Savings') and provide your ABA number, which is your bank routing number, along with your DDA number or bank account number. Remember to attach a valid voided check; starter checks or counter checks with numbers below 100 are not accepted.
5. All account holders must sign below their respective printed names in the 'Signatures' section. Ensure that you include the date alongside each signature.
6. If applicable, a representative from the authorized firm must also sign below their printed name along with the date, and ensure all required documentation confirming the signature authority for both the brokerage and bank accounts is included.
7. Finally, review all information entered in the form for accuracy. Once verified, you can save changes, download, print, or share the completed form as needed.

To manage your finances efficiently, complete and submit your ACH MoneyLink Form online today.