Home
Forms Library
Funds Transfer Authorization CL 35 47 (05 15) (fillable)

Funds Transfer Authorization CL 35 47 (05 15) (fillable) 2026

Funds Transfer Authorization CL 35 47 (05 15) (fillable) Preview on Page 1

See details

4.3 out of 5

32 votes

The document outlines the process for setting up a Preauthorized Transfer (PAT) with Columbus Life Insurance Company to facilitate electronic payments of insurance premiums from a checking account. It details the necessary authorization requirements, including providing bank information and signatures from account holders. The document also specifies the timing of initial and subsequent withdrawals based on the policy issue date, and includes options for establishing new or modifying existing PAT accounts.

Here's how it works

01. Edit your form online

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 it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Funds Transfer Authorization CL 35 47 (05 15) (fillable) with DocHub

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Bank Information' section. Enter your bank's name, address, city, state, and zip code. Ensure accuracy as this information is crucial for the transfer.
Provide your bank routing number and checking account number. Double-check these numbers to avoid any issues with fund transfers.
Sign the authorization at the bottom of the form. If you have a joint account, ensure both account holders sign to validate the authorization.
Select your preferred frequency for withdrawals: Monthly, Quarterly, Semi-Annually, or Annually. If no selection is made, monthly will be defaulted.
If applicable, indicate if you are establishing a new PAT account or using an existing one by providing the policy number.
Finally, review all entered information for accuracy before saving and submitting your completed form.

Start using our platform today to easily complete your Funds Transfer Authorization form for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to fill up a funds transfer form?

Beneficiary Name: Write the recipients full name as per their bank account. Beneficiary Account Number: Enter the recipients bank account number. Bank Name and Branch: Write the name of the bank where the beneficiary holds the account and the branchs name.

How to fill out an electronic funds transfer form?

Financial Institution Name: Enter your bank name. ABA Routing Number: Decide if you will use a checking or savings account. Bank Account Number: If using a checking account, you can find this number on your checks if you have any. Account Holder Name: Enter your name, or whoever is the owner of the bank account.

How do you authorize your bank to allow electronic funds transfer?

How to Authorize: Must be in writing. Must be signed or similarly authenticated by the consumer. Must be a legal wet signature. Must provide the consumer with an electronic or paper copy of the authorization. Must clearly state terms (amount, date, frequency of payment). Must provide clear cancellation information.

How to fill out a fund transfer form?

Bank Name and Branch: Write the name of the bank where the beneficiary holds the account and the branchs name. IFSC Code of Beneficiary Bank: Fill in the IFSC code of the beneficiarys bank branch. Transaction Type: Select NEFT or RTGS based on your preference and the amount you want to transfer.

How to fill an international bank transfer form?

Enter the recipients bank details, including their IBAN and the SWIFT/BIC code for their bank. Enter the amount you want to send and choose the currency youd like your recipient to receive the money in. You might find that the currency is set automatically when you enter your recipients information and bank details.

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

What is the process of a fund transfer?

The funds transfer process generally consists of a series of electronic messages sent between financial institutions directing each to make the debit and credit accounting entries necessary to complete the transaction.

Funds Transfer Authorization CL 35 47 (05 15) (fillable) 2026

Here's how it works