Get Authorization Agreement For Direct Payments -template

Filling out the authorization agreement for direct payments is an important step in setting up automatic transactions. This guide will provide you with a clear, step-by-step approach to complete the template online effectively.

Follow the steps to smoothly complete your authorization agreement.

1. Click the ‘Get Form’ button to access the template and open it in your preferred online editor.
2. Select the type of account you wish to use by checking either 'Checking Account' or 'Savings Account.' This selection determines from which account the payments will be debited.
3. Fill in the depository financial institution section with the necessary details. Provide the name of your bank, the branch location, city, state, and zip code. Accurate information ensures proper processing of your payments.
4. Enter your routing number and account number in the designated fields. These numbers are crucial for facilitating direct debit transactions from your account.
5. Review the authorization statement, which outlines that this agreement will remain effective until you provide written termination notice to the organization.
6. In the name section, please print your name clearly. Alongside, include your ID number to verify your identity.
7. Indicate the date of signing to authenticate the agreement.
8. Sign the document to confirm your authorization for direct payments.
9. Lastly, ensure to attach a voided check as required, which helps to verify your account details.
10. Once you have completed all the steps, save the changes, and you may choose to download, print, or share the form as needed.

Complete your document online today!