Get 1303ucc_memapp_web. Formlev

Filling out the 1303UCC_MemApp_web. Formlev can be a straightforward process when you have clear guidance. This document will provide you with a step-by-step approach to accurately complete the form online.

Follow the steps to fill out the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the account title in the designated field. Ensure that the title reflects the name associated with the account.
3. In the DDA (A) From section, input the details of the account from which funds will be transferred. This should be a personal checking account that you manage.
4. Next, in the SAV (B) To section, specify the savings account where the rounded funds will be transferred. This ensures funds are allocated correctly.
5. Read the authorization statement carefully. By signing below, you agree to the transfer of rounded funds from the checking account to the savings account based on electronic debit transactions.
6. Sign the form where indicated for authorized signatures. Ensure that both parties, if applicable, sign and date the form to validate the authorization.
7. There is an option to cancel the Round Up Savings at any time; the client signature and date for cancellation can be added at the end of the form if necessary.
8. Once you have filled in all sections of the form, review the information for accuracy. Make any necessary corrections.
9. Finally, you can save the changes, download the completed form, print it, or share it electronically as needed.

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