RFMS Authorization Agreement.xls 2025

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 in identification.
4. Select the appropriate Account Type by checking one of the options: Resident Fund Account, Non-Transferring Account, or Transferring Account. Provide a Monthly Allowance Amount if applicable.
5. Indicate your choice for a Burial Account and specify whether it is Revocable or Irrevocable. Make sure to check if it’s a non-interest bearing account if that applies.
6. Enroll for Direct Deposit by selecting any applicable recurring benefit payments. Remember to complete any additional required forms for direct deposit setup.
7. Finally, review all entered information for accuracy before signing. If necessary, have witnesses sign where indicated to validate your authorization.

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