Get Cambridge Trust Company Automatic Withdrawal Transfer Form

The Cambridge Trust Company Automatic Withdrawal Transfer Form is essential for notifying organizations about changes to your automatic withdrawal details. Completing this form accurately will ensure a smooth transition to your new account information.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the Automatic Withdrawal Transfer Form and open it for editing.
2. Begin by entering the company or payee name in the designated field. This is the organization that initiates the withdrawals.
3. Provide the address, city, state, and zip code for the company or payee to ensure accurate communication.
4. Insert your account number with the payee in the corresponding field to specify the account related to the automatic withdrawals.
5. Indicate the amount of withdrawal if it is a fixed amount. Leave this field blank if the amount varies.
6. State that the new account number should be used immediately for processing withdrawals. This alerts the organization to update their records.
7. Fill in your new account information, including your name, address, city, state, zip code, daytime phone number, and Tax ID or SSN if required.
8. Specify that your bank is Cambridge Trust Company and enter your new account number and the routing number.
9. Sign the form to validate your request. Check the box for the type of account: checking, savings, or money market.
10. Date the form after signing. This is essential for record-keeping.
11. Once all fields are filled in correctly, save all changes to the form. You can then download it, print it out, or share it as needed.

Complete your automatic withdrawal transfer form online today for a seamless banking transition.