Bank Draft form for TransACE, TransTERM, and Trendsetter 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your POLICY NO. in the designated field.
3. Select your preferred payment frequency: MONTHLY, QUARTERLY, SEMI-ANNUAL, or ANNUAL. If no box is checked, MONTHLY will be selected by default.
4. Choose a date for the draft (1-28) that aligns with your payment schedule.
5. Fill in the INSURED's details as required.
6. Specify the AMOUNT you wish to draft by selecting from PREMIUM, LOAN REPAY, SAVINGS, or CHECKING.
7. Indicate whether this is a NEW AUTHORIZATION, BANK CHANGE, ADD TO EXISTING POLICY, or OTHER.
8. Provide the NAME OF FINANCIAL INSTITUTION along with its PHONE # and ADDRESS including CITY, STATE, ZIP.
9. Enter your ACCOUNT NUMBER and NAME(S) ON BANK ACCOUNT followed by ROUTING#.
10. Review all entries for accuracy before signing. Ensure to tape a VOIDED CHECK where indicated.

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