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Expert Managed Solutions ISA Additional Payment Form Topping up your investment You can top up your investment in a number of ways: To pay by check, simply complete this form and send your check to
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How to fill out to pay by cheque
How to fill out to pay by cheque:
01
Write the date: Start by writing the current date on the line provided. Make sure to write the month, day, and year in the correct format to avoid any confusion.
02
Fill in the recipient's name: On the "Pay to the Order of" line, write the name of the person or organization you want to pay.
03
Enter the payment amount: In the box provided, write the numerical value of the payment you wish to make. Ensure that you write the amount clearly and accurately to avoid any errors.
04
Write the payment amount in words: On the line below the "Pay to the Order of" line, write out the payment amount in words. This is to prevent any fraudulent alteration of the payment amount.
05
Add a memo (optional): If you want to include any additional information or specify the purpose of the payment, you can write a memo on the memo line. This is not mandatory, but it can be helpful for record-keeping purposes.
06
Sign the cheque: Sign your name on the signature line at the bottom right-hand corner of the cheque. Make sure your signature matches the one on file with your bank.
Who needs to pay by cheque:
01
Individuals without access to electronic payment methods: Some individuals may not have access to online banking or prefer not to use electronic payment methods. These individuals may need to pay by cheque as a traditional form of payment.
02
Businesses requesting cheque payments: Some businesses may prefer to accept cheque payments for various reasons, such as ease of record-keeping or a preference for traditional payment methods. In such cases, customers or clients may need to pay by cheque to fulfill their payment obligations.
03
Legal or financial institutions: Certain legal or financial institutions may require cheque payments for specific transactions, such as paying legal fees or making specific types of deposits. In these cases, individuals may need to pay by cheque to meet the requirements set by these institutions.
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