Electronic funds inforce 2026

1. Click ‘Get Form’ to open the electronic funds inforce document in the editor.
2. Begin by entering your Policy Owner Name and Policy Number in the designated fields. Ensure that all information is printed clearly for accuracy.
3. Provide your contact details, including your Phone Number and Email Address, to facilitate communication regarding your policy.
4. In the Premium Payments section, select your preferred payment frequency: Monthly, Quarterly, Semi-Annually, or Annually. If you have a Universal Life policy, specify the scheduled premium amount to be withdrawn.
5. Fill out the Bank Account Information section. Clearly print the Bank Account Owner’s Name and their relationship to the Policy Owner. Attach a void check for verification.
6. Complete the Financial Institution’s Name and ABA Routing Number fields accurately. This ensures proper processing of your payments.
7. Review the Authorization section carefully. By signing, you agree to the terms outlined regarding payment methods and conditions.
8. Finally, sign and date both required signature fields to authorize the electronic funds transfer.

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