Get Company Pre-authorized Payment Instructions - Scotiabank

Filling out the Company Pre-authorized Payment Instructions form correctly is essential for setting up automated payments. This guide provides clear steps to ensure you complete the form efficiently and accurately.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your name as the registered shareholder in the field labeled 'Name(s) of Registered Shareholder*'. This information is vital for identifying the account holder.
3. In the 'Name(s) of Bank Account Holder*' field, enter the name of the bank account holder if it differs from the registered shareholder.
4. Indicate your company name in the 'Company Name*' section, which should match the name associated with the account.
5. Fill in the 'Unit No.*' field with the unit number associated with your business address.
6. Complete your address in the appropriate fields: 'Address*', 'City/Town', 'Province', and 'Postal Code'. Ensure this matches the information on file with your financial institution.
7. Specify the 'Commencement Date*' by writing in the first day of the month you wish payments to start, followed by the year.
8. Attach a specimen pre-printed cheque from your Canadian fund account in the designated space, marked 'VOID'.
9. Acknowledge your authorization by signing the required lines, confirming your responsibility for any provided information.
10. If a second signature is needed, ensure that space is completed properly, along with the required date.
11. If void cheque not available, complete 'Appendix 1' with details from your financial institution and ensure it is stamped.
12. Review all entered information for accuracy before submitting the form to TRIBE MANAGEMENT INC. You can save changes, download, or print the completed form for your records.

Complete the Company Pre-authorized Payment Instructions form online today to streamline your payment process.