Get Recurring Automatic Payment Form - Citadel

Filling out the Recurring Automatic Payment Form - Citadel is a straightforward process that allows users to set up automatic payments for their accounts. This guide will walk you through each section of the form to ensure a smooth completion.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the designated editor.
2. Fill in your account holder's name in the designated space. This should be the name associated with the Citadel account.
3. Provide your daytime phone number. This contact information is crucial for any necessary communications regarding your payments.
4. Enter your Citadel account number accurately to ensure that payments are correctly allocated.
5. Input your loan number or suffix if applicable. This information helps specify which loan account the payments are meant for.
6. In the payment information section, specify your financial institution's name accurately to facilitate transactions.
7. Fill in the routing number associated with your financial institution. This is essential for directing payments accurately.
8. Enter your account number related to the financial institution. Ensure this is correct to avoid issues with payments.
9. Select your account type from the options provided: Checking or Savings.
10. List the account owner's name if different from the account holder's name. This ensures clarity in authorization.
11. In the payment details section, write the payment amount you intend to debit from your account.
12. Choose your payment frequency from the options available: Monthly, Bi-Weekly, Weekly, or Semi-Monthly.
13. Indicate the specific payment date. Remember that the form must be submitted at least 10 days before the first payment.
14. Review the authorization statement. This indicates your consent for Citadel to initiate debits from your account.
15. Sign and date the form. It is essential to sign for your authorization to be valid.
16. Save your changes, then download, print, or share the completed form as necessary. You must return it by fax, mail, or in-person at any Citadel office.

Get started with your Recurring Automatic Payment Form - Citadel and ensure your payments are set up efficiently online.