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Get Checkease Direct Giving Change Request Form
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How to fill out the CheckEase Direct Giving Change Request Form online
Filling out the CheckEase Direct Giving Change Request Form online is a straightforward process designed to facilitate changes to your giving preferences. This guide provides clear, step-by-step instructions to ensure you complete the form accurately and efficiently.
Follow the steps to complete the form correctly
- Press the ‘Get Form’ button to download the CheckEase Direct Giving Change Request Form and open it for editing.
- Begin by entering your name in the designated field. This identifies you as the account holder.
- Provide your CHM number, which helps the organization locate your account.
- Enter your daytime phone number for any necessary follow-up communication.
- Fill in the date on which you are submitting the request.
- Indicate the date you would like the change to take effect, specifying the month and year.
- Choose what changes you would like to make by checking the appropriate boxes, including changing your withdrawal account, making an additional monthly contribution, changing your gift amount, or altering your CheckEase date.
- If you are changing your account, enter the financial institution name, branch, and full address, including city, state, and zip code. Additionally, provide your routing number and account number.
- Attach a copy of a voided check if you are updating to a checking account or a deposit slip for a savings account.
- Specify any additional contributions to the Prayer Page, if applicable, by entering the desired amount.
- If you are changing your monthly gift amount, fill in the old amount and the new amount in the specified fields.
- If choosing to use CheckEase debit for quarterly gifts or the annual fee, check the corresponding box.
- If you wish to end your participation, provide the last effective month and year for your gifts.
- Sign and date the form to confirm your requests are accurate.
- After completing all necessary fields, save your changes and prepare to download, print, or share the form as needed.
Take action now and complete your CheckEase Direct Giving Change Request Form online for a seamless experience.
Anyone who has an account with CheckEase can submit a change request through the Change Request Form. This typically includes donors who wish to modify their contributions or update their personal information. It provides a simple way for users to manage their giving and ensure their preferences are up to date.
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