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How to use or fill out guardian lima with our platform
- Click ‘Get Form’ to open the New Customer Setup Form in the editor.
- Begin by entering the Customer Name in the designated field. Ensure that you provide the full legal name for accurate processing.
- Next, fill in the Customer Address. Include street, city, state, and zip code to ensure complete information.
- Identify a Contact Person for your account and enter their name in the appropriate field.
- Provide a Phone Number where your Contact Person can be reached. This is crucial for any follow-up communications.
- Indicate whether you wish to set up ACH by selecting 'Yes' or 'No'.
- Circle either Checking or Savings to specify your bank account type.
- Fill in your Bank Name, ABA Routing Number, and Account Number accurately to facilitate transactions.
- Lastly, enter an Email Address for correspondence regarding your account setup.
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