Get Guardian Lima New Customer Setup Form

The Guardian Lima New Customer Setup Form is an essential document for establishing a new customer relationship with Guardian Lima. This guide will provide you with clear and manageable steps to complete the form online, ensuring you provide all necessary information accurately.

Follow the steps to complete the form seamlessly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the 'Customer Name' field with the full name of the organization or individual. Ensure that the spelling is correct and reflects the official records.
3. Next, provide the 'Customer Address' including street, city, state, and zip code. Ensure that the address is complete for accurate correspondence.
4. Identify a 'Contact Person' who will be the main point of communication for your account. This should be someone knowledgeable about the account.
5. In the 'Phone Number' field, enter a contact number where the 'Contact Person' can be reached. Double-check the number for accuracy.
6. Indicate whether you wish to set up ACH by selecting 'Yes' or 'No'. This is critical for establishing payment methods.
7. If you select 'Yes' for ACH, next to it, circle whether you wish to use a 'Checking' or 'Savings' account.
8. Provide the 'Bank Name' where the account is held. Ensure it is the official name of the bank.
9. Input the 'ABA Routing Number' accurately. This number is crucial for electronic transactions.
10. Finally, fill in the 'Account Number.' Verify that this number corresponds with the bank documentation.
11. Add your email address in the provided field. This will facilitate communication and notifications regarding your account.
12. Once all sections are filled out thoroughly, review the form for any errors or missing information. Ensure that everything is complete.
13. After finalizing the information, you can save changes, download, print, or share the form online as necessary.

Complete the Guardian Lima New Customer Setup Form online today for quick processing.