Get Direct Debit Enrollment Form (ach Authorization) Please Complete This Form To Automatically

Completing the Direct Debit Enrollment Form is an essential step to automatically manage your monthly mortgage payments. This guide provides clear instructions to assist you in filling out the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your personal information in the designated fields including your name, address, phone number, and loan number. Ensure all data is accurate.
3. Select your preferred payment date by indicating a day between the 1st and the 15th of each month. Fill in your financial institution's information, including the name, phone number, city, state, and ZIP code.
4. Choose the type of account from which funds will be withdrawn. Indicate whether it is a checking account/share draft or a savings account/share savings by checking the appropriate box.
5. Provide your bank routing number and account number as found on the bottom left of your check. It is crucial to attach a voided check or deposit slip to verify these details.
6. If applicable, indicate any additional principal payment options by specifying the amount you wish to debit each month.
7. Choose if you want to sign up for paperless billing by marking the yes box and providing your email address for notifications.
8. Review the acknowledgment and agreement section. Ensure you understand the terms, including fees for returned items and the process for cancellation.
9. Sign and date the form. If your account requires a second signature, provide that detail as well.
10. Once all sections are completed, save changes, download, print, or share the form as needed, then send the signed form to the Mortgage Service Center as instructed.

Complete your Direct Debit Enrollment Form online today for hassle-free mortgage payments.