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How to use or fill out national bank draft form with our platform
- Click ‘Get Form’ to open the national bank draft authorization form in the editor.
- Ensure your policy payments are current. If necessary, attach the current month's premium before proceeding.
- Print your client name and, if applicable, update your address. Fill in your email address, street address, city, state, and zip code.
- 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.
- 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.
- 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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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2003 | 4.8 Satisfied (280 Votes) |
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