Get the free E-Statement Enrollment Form - Philequity Management, Inc.

Date INEQUITY MANAGEMENT, INC 2004-A 20/F East Tower Philippine Stock Exchange Center Exchange Road, Ortega Center PSIG City 1605 ENROLLMENT TO ELECTRONIC STATEMENT & ELECTRONIC CONFIRMATION FACILITIES

How to fill out e-statement enrollment form

How to fill out e-statement enrollment form:

1. Gather the necessary information: Before starting the enrollment process, make sure you have all the required information, such as your account number, personal contact details, and any additional details requested by the financial institution.
2. Access the online platform: Visit the website of the financial institution where you have an account, and log in to your online banking account. Look for the e-statement enrollment section, which is usually located in the account settings or preferences area.
3. Locate the enrollment form: Once you have accessed the e-statement enrollment section, you will typically find a form that needs to be filled out. It may be an online form that you can directly fill in or a downloadable PDF form that you need to print.
4. Enter personal information: Start by entering your personal information accurately. This may include your full name, address, email address, and phone number. Ensure that the information provided matches the details associated with your bank account.
5. Provide account details: The enrollment form may ask for your account number or any unique identification number associated with your bank account. Double-check the accuracy of the information before submitting.
6. Choose delivery preferences: Decide how you prefer to receive your e-statements. You might have options such as email delivery, online access, or both. Select the option that suits you, ensuring that you provide the correct email address if required.
7. Read and accept terms and conditions: Carefully read through the terms and conditions associated with e-statement enrollment. These typically include details about electronic delivery, privacy policies, and any additional agreements. If you agree to the terms, confirm your acceptance by checking the appropriate box or clicking a designated button.
8. Review and submit: Before finalizing the enrollment form, review all the information entered to ensure its accuracy. Double-check your personal details, account information, and delivery preferences. If everything looks correct, submit the form as instructed by the financial institution.

Who needs e-statement enrollment form?

1. Individuals who prefer electronic statements: E-statement enrollment forms are necessary for individuals who prefer to receive their account statements electronically rather than in paper format. Electronic statements offer convenience, accessibility, and the possibility of reducing paper waste.
2. Customers of financial institutions: Anyone who has an account with a bank, credit union, or other types of financial institutions may need to fill out an e-statement enrollment form if they wish to opt for electronic statements. This applies to various types of accounts, including checking, savings, credit card, or loan accounts.
3. People who want to stay organized: E-statements often come with additional features that allow users to organize their finances more efficiently. These features may include the ability to search and store statements electronically, set up alerts for certain account activities, and easily access past statements for reference.

Overall, e-statement enrollment forms are essential for individuals who want to embrace the benefits of digital banking and receive their account statements electronically.

For pdfFiller’s FAQs

What is e-statement enrollment form?

The e-statement enrollment form is a document used to sign up for electronic statements instead of receiving paper statements.

Who is required to file e-statement enrollment form?

Any individual or entity who wishes to receive statements electronically may be required to file an e-statement enrollment form.

How to fill out e-statement enrollment form?

To fill out the e-statement enrollment form, you will need to provide your contact information, account details, and specify your preferences for electronic statements.

What is the purpose of e-statement enrollment form?

The purpose of the e-statement enrollment form is to allow individuals and entities to receive account statements electronically, reducing paper waste and increasing convenience.

What information must be reported on e-statement enrollment form?

The e-statement enrollment form may require you to provide your name, address, account number, email address, and any other relevant contact information.

How can I send e-statement enrollment form to be eSigned by others?

Once you are ready to share your e-statement enrollment form, you can easily send it to others and get the eSigned document back just as quickly. Share your PDF by email, fax, text message, or USPS mail, or notarize it online. You can do all of this without ever leaving your account.

How do I fill out the e-statement enrollment form form on my smartphone?

Use the pdfFiller mobile app to fill out and sign e-statement enrollment form. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, their features, and how to get started.

How do I edit e-statement enrollment form on an iOS device?

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