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ONETIME PREAUTHORIZED DEBIT AGREEMENTClient ID:Fund Company:Account #:Customer Information New Account (A completed investment application is required)Existing Account (Investment instruction attached)Addressable
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How to fill out one-time pre-authorized debit agreement

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How to fill out one-time pre-authorized debit agreement

01
Obtain the one-time pre-authorized debit agreement form from the relevant financial institution or service provider.
02
Fill in the required personal information such as name, address, and contact details.
03
Provide your bank account information, including the account number and transit number.
04
Specify the payment amount and the date when the one-time debit should be processed.
05
Review the terms and conditions of the agreement, including any fees or penalties.
06
Sign the agreement to authorize the one-time pre-authorized debit.
07
Submit the completed agreement to the financial institution or service provider.
08
Keep a copy of the agreement for your records.

Who needs one-time pre-authorized debit agreement?

01
Anyone who needs to make a one-time payment from their bank account can benefit from a one-time pre-authorized debit agreement.
02
This can be useful for individuals or businesses who want to automate a single payment without the need for recurring pre-authorized debits.
03
It provides a convenient and secure method for making a one-time electronic funds transfer.
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A one-time pre-authorized debit agreement is a financial arrangement where a customer allows a business or organization to withdraw a specified amount from their bank account on a one-time basis.
Both businesses that wish to initiate a one-time debit transaction and customers who provide authorization for the debit are required to complete and file this agreement.
To fill out a one-time pre-authorized debit agreement, provide your bank account details, the amount to be withdrawn, the date of the transaction, and both parties' signatures. Ensure all information is accurate and complete before submission.
The purpose of a one-time pre-authorized debit agreement is to provide a formal, documented authorization for a specific financial transaction, ensuring that the withdrawal is authorized by the account holder.
The information that must be reported includes the account holder's name, bank account number, routing number, the amount to be debited, the transaction date, and signatures of both the account holder and the organization initiating the debit.
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