Get Auto Draft Enrollment Form (pdf)

Filling out the Auto Draft Enrollment Form is a straightforward process that allows you to set up automated payments to your homeowners association. This guide provides a clear, step-by-step approach to ensure that you complete the form accurately and effectively online.

Follow the steps to complete the Auto Draft Enrollment Form online.

1. Press the ‘Get Form’ button to acquire the Auto Draft Enrollment Form and open it in your preferred PDF editor.
2. Begin by filling out your name in the space provided as 'Customer Name'. Ensure that you print your name clearly.
3. Next, enter the name of your homeowners association in the designated field labeled 'Homeowners Association Name'. This should also be printed clearly.
4. Authorize the company, Wise and Associates LLC, by checking the appropriate boxes for your bank account type (either 'Checking' or 'Savings').
5. Provide the name of your financial institution in the 'Financial Institution Name' field.
6. Fill in the city and state where your financial institution is located.
7. Input the routing number of your financial institution. This number is crucial for processing your automated payments.
8. Enter your checking or savings account number from which the payments will be drafted.
9. Include the amount you wish to draft, and if applicable, fill out the savings account number and amount.
10. Attach a voided blank check as instructed, ensuring it matches the account details provided.
11. Finally, provide the date and sign the form. Your signature authorizes the company to start the automated drafting process.
12. Once completed, save your changes. You have the option to download, print, or share the form as needed.

Complete your Auto Draft Enrollment Form online today!