Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send 200 dpi pdf via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out change dpi my pdf with DocHub
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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Financial Institution: Identifying Information' section. Enter your contact name, FDIC Cert or NCUA number, phone number, email, and company name.
Proceed to the 'OFX Service Provider: Identifying Information' section. Provide the contact name, phone number, email, and company name for your service provider.
In the 'About Your Project: Solution Information' section, detail the current and future financial institution names as they appear in Quicken and QuickBooks. Include any BID numbers if applicable.
Complete the connectivity types supported by your financial institution both now and after the change. Check all relevant products under OFX services.
Fill out the 'About Your Project: General Information' section by indicating what will be changing (e.g., Routing Number, Account Number) and provide timelines for system changes.
Finally, review all sections for accuracy before submitting your form to ensure a smooth transition.
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