Get Mony Eft-500 2010-2025

This guide provides comprehensive instructions on how to fill out the MONY EFT-500 form online. Whether you're setting up a new electronic funds transfer or updating your banking information, these steps will assist you in navigating the process efficiently.

Follow the steps to complete the MONY EFT-500 form online.

1. Click ‘Get Form’ button to access the MONY EFT-500 document and open it in your digital editor.
2. Fill in the agency code at the top of the form. This code is essential for identifying your associated agency.
3. Select whether you are setting up a new bank account or changing an existing one by marking the appropriate box.
4. Provide your daytime phone number, making sure it is easily reachable for any follow-up questions.
5. Enter the name of the insured person along with their address, ensuring all details are accurate.
6. If the insured person has a new address, check the corresponding box to update this information.
7. Fill in the names on the bank account where the funds will be withdrawn from.
8. Enter the bank account number. Please note that this must be a checking account. Attach a voided check for verification.
9. Indicate the name of your bank and provide the bank routing number, ensuring it is the first nine digits found on the bottom left corner of the check.
10. Specify the day of the month you would like the draft to automatically occur. Include the start date in mm/yyyy format.
11. List any policy numbers related to this EFT setup along with their corresponding premium amounts, ensuring this section is completed.
12. If you have additional policies, provide their draft day and start date, along with the respective premium amounts.
13. Sign and date the form where indicated as the premium payor or account holder, and if applicable, by any other contract or policy owners.
14. Review all entered information for accuracy, then save your changes. You can proceed to download, print, or share the completed form as needed.

Complete your MONY EFT-500 form online today for a smooth and efficient processing experience.