National bank draft form 2026

1. Click ‘Get Form’ to open the national bank draft authorization form in the editor.
2. Ensure your policy payments are current. If necessary, attach the current month's premium before proceeding.
3. Print your client name and, if applicable, update your address. Fill in your email address, street address, city, state, and zip code.
4. Choose either option A or B to specify which policies you want to move to bank draft mode or change bank accounts. Fill in the required details for each policy listed.
5. Determine the draft day by selecting a date between 1 and 28 based on your paid-to-date. Ensure it falls within the eligible draft period.
6. Indicate the type of account (checking or savings) that will be drafted. Attach a voided check and have the payor sign and date the authorization.

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