RFMS Authorization Agreement.xls 2026

1. Click ‘Get Form’ to open the RFMS Authorization Agreement in the editor.
2. Begin by entering the Resident Name and Taxpayer ID Number in the designated fields. Ensure accuracy as this information is crucial for account management.
3. Fill in the Resident's Social Security Number and Facility Name, followed by the Facility Resident ID, which is optional but can help with identification.
4. Select the appropriate Account Type by checking one of the options: Resident Fund Account, Non-Transferring Account, or Transferring Account. Each option has specific implications for fund management.
5. Indicate your Monthly Allowance Amount and specify if you wish to enroll in Direct Deposit for various benefit payments. Make sure to check all applicable boxes.
6. Review the authorization statement carefully before signing. This confirms your understanding of how funds will be managed and any adjustments that may occur.
7. Finally, sign and date the form. If someone else is signing on behalf of the resident, ensure they complete the certification section at the bottom.

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