Get Annuity 3rd Loan Form And Ach Authorization Form

Filling out the Annuity 3rd Loan Form And ACH Authorization Form online is a straightforward process that enables participants to request a loan from their annuity fund. This guide provides step-by-step instructions to assist users in completing both forms accurately and efficiently.

Follow the steps to complete the forms online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor for online completion.
2. In Section A, Participant Information, fill in the participant's name, social security number, street address, home and work or cell telephone numbers, city, state, zip code, and marital status.
3. Complete Section B, Loan Withdrawal Options, by entering the amount to withdraw from the account balance. Decide whether to borrow the maximum amount available, selecting 'Yes' or 'No', based on your preference.
4. In Section C, Term of Loan, specify the number of years for repayment. If the loan is for purchasing a primary residence, attach the purchase and sales agreement as required.
5. If married, complete Section D, Spousal Consent Waiver. This section requires the spouse's signature, printed name, and date, as well as notarization.
6. Sign the form at the bottom as the participant and print your name and date. Ensure the form is completed in its entirety before submission.
7. Now, complete the Authorization Agreement for Participant Loan Debit ACH. Fill in your participant information again, then provide the bank account details, including the bank name, transit routing number, and account number.
8. Select the account type (checking or savings), set the debit frequency, and choose the debit day. Remember to attach a voided check or pre-printed deposit slip.
9. Sign and date the ACH authorization section, ensuring all information is correct before submitting it along with the Annuity 3rd Loan Application.
10. After completing both forms, save your changes. You have the option to download, print, or share the completed forms as needed.

Take the necessary steps to complete your documents online today!