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PREAUTHORIZED ELECTRONIC TRANSFER PLAN
I/we authorize Whistle Bear Golf Club, and the financial institution designated (or any other financial institution I/we may
authorize at any time) to begin
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How to fill out pre-authorized electronic transfer plan
How to fill out pre-authorized electronic transfer plan
01
Gather the necessary information, including your bank account number, routing number, and the name and address of your bank.
02
Contact the company or institution that will be receiving the pre-authorized electronic transfers. They will provide you with a form or instructions on how to set up the transfer plan.
03
Fill out the provided form or follow the instructions given by the company or institution. This may include providing your personal information, specifying the frequency and amount of the transfers, and authorizing the withdrawals from your bank account.
04
Review the completed form for accuracy and make any necessary corrections.
05
Submit the form to the company or institution either electronically or by mail, as per their instructions.
06
Monitor your bank account to ensure that the pre-authorized electronic transfers are occurring as scheduled.
07
If there are any issues or changes needed with the transfer plan, contact the company or institution for assistance.
Who needs pre-authorized electronic transfer plan?
01
Anyone who wants to automate their regular payments or transfers can benefit from a pre-authorized electronic transfer plan.
02
Individuals who have recurring bills, such as mortgage or rent payments, utility bills, insurance premiums, or loan payments, may find it convenient to set up pre-authorized electronic transfers.
03
Businesses or organizations that need to make regular payments to suppliers, employees, or service providers can also benefit from this type of transfer plan.
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