Get Investexcu

This guide provides a comprehensive overview of how to fill out the Investexcu form, designed to facilitate ACH origination and authorization. By following these clear steps, users of all backgrounds will find it easy to complete the form accurately and effectively.

Follow the steps to complete the Investexcu form online efficiently.

1. Press the ‘Get Form’ button to access the Investexcu document and open it in your editor.
2. In the first section, provide the InvesTex Credit Union Company ID number (routing number). This is essential for identifying your financial institution.
3. Next, indicate whether you are authorizing a withdrawal (debit) or deposit (credit) by selecting the appropriate checkboxes.
4. Specify the type of account involved by selecting either Checking Account or Savings Account for both withdrawal/deposit sections.
5. Complete the depository financial institution section by entering the name of your bank.
6. Fill in the account names associated with the account you’re authorizing for ACH transactions.
7. Input the routing number and account number of your bank account accurately.
8. State the amount for the ACH transaction in the designated area.
9. Set the transaction start date(s) that you wish to initiate this ACH process, following the specified format.
10. In the confirmation section, print your name(s), sign, and date the document. Include your InvesTex member number and account number for verification.
11. Finally, once all sections are filled out correctly, save your changes, and you may download, print, or share the completed form as needed.

Complete your Investexcu form online today to manage your transactions seamlessly.