EFT Authorization Form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your policy information, including the policy number and insured name(s). Make sure to fill in the date of birth accurately.
3. In the premium payments section, select your preferred payment frequency for scheduled withdrawals. If you prefer monthly payments, simply leave it as is; otherwise, choose from quarterly, semi-annually, or annually.
4. Next, provide your bank account information. Ensure you include a voided check with your request. Fill in the bank account owner’s name and address details carefully.
5. Enter the financial institution's name along with the routing number and checking account number. Double-check these numbers for accuracy to avoid any issues with withdrawals.
6. Finally, review the authorization terms and sign the form. Don’t forget to date your signature before submitting.

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