Funds transfer agreement form 2026

1. Click ‘Get Form’ to open the funds transfer agreement form in the editor.
2. Begin by entering your Policy Number and Name on Policy in the designated fields. This ensures that your payment is correctly associated with your insurance policy.
3. Fill in the Name on Checking Account, Routing Number, and Account Number. These details are crucial for setting up the electronic funds transfer.
4. Provide your Cell Phone number and Email for payment confirmation notifications. This information is required to keep you updated on your payment status.
5. Select whether you wish to set up a new REFT account, change your current account, or cancel an existing account by checking the appropriate box.
6. Finally, sign and date the form at the bottom. Ensure all information is accurate before submitting.

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