Get Authorization For Direct Deposits (ach Credits)

Filling out the Authorization For Direct Deposits (ACH Credits) form accurately is essential for ensuring your commissions are deposited directly into your bank account. This guide provides step-by-step instructions to help you complete the form online with ease and confidence.

Follow the steps to fill out your authorization form accurately.

1. Click the ‘Get Form’ button to receive the form and open it in your chosen editor.
2. In the section titled 'Information About THE AGENT,' select the type of request you are making: either 'New Request' or 'Change Request.' Fill in your first name, middle initial, last name, date of birth (mm/dd/yy), and your Social Security Number or Tax Identification Number.
3. Provide your street address, contact telephone number, email address, city, state, and zip code in the designated fields.
4. Next, move to the 'Bank Information' section. Authorize Accordia Life and Annuity or First Allmerica Financial Life Insurance Company to initiate credit entries by entering the account name as it appears on your bank account along with the bank name.
5. Fill in the routing/transit/ABA number, which can be found at the bottom left of your check, and your account number, located at the bottom center of the check.
6. Indicate the type of account you are using by selecting either 'Checking' or 'Savings.' If choosing 'Checking,' attach a voided check; if 'Savings,' attach a deposit slip for the account.
7. Review the 'Your Confirmation' section where you acknowledge various conditions surrounding this authorization. Ensure you read and understand these points before signing.
8. Sign and date the authorization form in the designated area provided for the agent's signature.
9. After completing all sections of the form, save any changes made, and if needed, download, print, or share the completed form as per your requirements.

Complete your authorization form online today to ensure timely and accurate direct deposits into your bank account.