Get Ach Enrollment Form.docx

Filling out the ACH Enrollment Form is an important step for users wishing to enroll in direct deposit services. This guide provides detailed instructions to assist you in completing the form accurately and confidently.

Follow the steps to complete the ACH Enrollment Form online:

1. Press the ‘Get Form’ button to access the form and open it in your preferred online document editor.
2. Review the introduction section of the form which explains the benefits of direct deposit. This will help you understand the advantages of enrolling.
3. Locate the personal information section. You will need to enter your Owner Number (if known), Account Name, Address, City, State, and ZIP code.
4. Provide your Tax ID or Social Security Number in the designated field.
5. Indicate your Account Type by checking either Checking or Savings.
6. Fill in the Name of your Bank, as well as your Bank Account Number and Routing Number.
7. Select whether this is a New Request or a Change to Existing Setup by marking the appropriate checkbox.
8. Sign the form in the Signature field, and under it, print your Name and Title (e.g., “Trustee” or “President”).
9. Include your Daytime Phone Number and Email address in their respective fields.
10. Finally, date the form by entering the current date.
11. Review the entire form for accuracy. Once completed, save your changes, and prepare to return the form along with a void check via mail or email.

Begin the ACH Enrollment process and complete your form online today!