Get Agl 104 Direct Deposit Authorization 12-12.docx

Completing the AGL 104 Direct Deposit Authorization 12-12.docx online is a straightforward process designed to help users authorize their annuity payments to be deposited directly into their chosen bank account. This guide will walk you through each section and provide clear instructions for filling out the form correctly.

Follow the steps to fill out the form with ease.

1. Click the ‘Get Form’ button to access the AGL 104 Direct Deposit Authorization 12-12.docx form. This will open the document in your preferred editor for online completion.
2. Begin by entering the Owner's Name in the designated field, followed by the Social Security Number. Ensure accuracy in both entries to avoid any processing delays.
3. If applicable, provide the Joint Owner's Name and their Social Security Number in the corresponding fields. This is necessary for accounts with multiple owners.
4. Fill in the Payee's Name along with their Social Security Number. This information must match the account records for the direct deposit to be accepted.
5. Indicate whether this is a New Annuity Contract or an Existing Annuity Contract by selecting the appropriate option.
6. Enter your Contract Number in the specified field to link the authorization with your annuity contract.
7. For the deposit request, specify if you want to Deposit your net annuity payments to the account shown on the attached voided check. Choose between Checking, Savings, or Other, and provide the bank information requested, including the Name of the Bank, Account Number, and Routing Number.
8. If you are changing your current direct deposit, fill in the necessary bank details for the new account. Alternatively, if you wish to cancel the direct deposit, complete the address section for where payments should be sent.
9. Ensure that your bank account details match the Payee's Name and Social Security Number provided earlier, as outlined in the note section of the form.
10. Sign and date the form in the provided sections for both the Annuity Contract Owner and Joint Owner, if applicable.
11. Attach a voided check or a copy of a voided check to the completed form. This step is crucial for verifying the account information.
12. Once everything is filled out, you can save your changes, download a copy for your records, print the completed form, or share it as needed.

Complete your AGL 104 Direct Deposit Authorization 12-12.docx form online today for seamless processing of your annuity payments.