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Get Electronic Banking Information Form
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How to fill out the Electronic Banking Information Form online
Filling out the Electronic Banking Information Form is a straightforward process that allows you to manage your contributions to your ScholarShare College Savings Plan. This guide will provide you with clear instructions to ensure you complete the form accurately and efficiently.
Follow the steps to complete your Electronic Banking Information Form online.
- Click ‘Get Form’ button to access and open the Electronic Banking Information Form.
- Enter your account information in Section 1. This includes your Plan Account Number, Participant or Custodian Name, and Beneficiary Name. Make sure to fill in all requested fields accurately.
- In Section 2, indicate your intentions by checking all applicable boxes. You may select options such as establishing or modifying your Automatic Contribution Plan or deleting a current option. Please note which sections you need to complete based on your selections.
- Complete Section 3 if you are establishing or modifying the Automatic Contribution Plan. Choose the frequency of your contributions (bi-weekly, monthly, quarterly) and specify the exact months and dates for withdrawals.
- In Section 4, provide your allocation instructions by checking the appropriate box. You can either use the current allocations or specify new allocations with whole percentages that total 100%.
- Fill in Section 5 with your banking information, including your account type, account number, routing number, and bank name. Ensure that the name on the account matches the participant's name.
- Sign and date the form in Section 6. Your signature authorizes the ScholarShare College Savings Plan to debit your bank account as instructed. It is crucial that this section is signed for changes to take effect.
- After completing the form, save any changes you made, and ensure you have downloaded or printed your completed form if necessary. Then, mail it to the ScholarShare College Savings Plan at the address provided.
Complete your Electronic Banking Information Form online today to manage your ScholarShare contributions effectively.
Using online banking requires a computer, tablet, mobile phone, or other device, plus an Internet connection and a bank or debit card. In order to access the service, you need to register for the bank's online banking service and create a password. Once that's done, you can use the service to do your banking.
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