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Electronic funds transfer (EFT) authorization 2026
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- Click ‘Get Form’ to open the Electronic funds transfer (EFT) authorization in the editor.
- Begin by selecting whether this is a new request or a change to an existing EFT authorization. This option is crucial for processing your request correctly.
- Fill in your banking information. You can either attach a voided bank check or manually enter the institution name, routing number, and checking account number as they appear on your check.
- Provide your representative information, including your name, email address, and Social Security Number (SSN) or Tax I.D. Number (TIN). Ensure accuracy as this will be used for all transactions.
- If applicable, indicate if this authorization applies to all representative codes under the listed SSN/TIN. If not, provide specific representative codes on an additional page if necessary.
- Finally, review all entered information for accuracy before signing the form. Your signature confirms that you understand and agree to the terms outlined in the document.
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