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AUTHORIZATION AGREEMENT FOR ELECTRONIC FUNDS TRANSFER (EFT) Please Check Appropriate Box: New/Initial EFT account Changed EFT Bank/Account Information Change Contact Name or Phone NumberRETURN BY

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How to fill out broker direct deposit authorization

01

Obtain the broker direct deposit authorization form from your broker.

02

Fill out your personal information, such as your name, address, and social security number.

03

Provide your broker's information, including their name, address, and account number.

04

Specify the amount or percentage of your commission you wish to have deposited.

05

Sign and date the form.

06

Submit the completed form to your broker for processing.

Who needs broker direct deposit authorization?

01

Anyone who wishes to have their broker deposit their commissions directly into their bank account needs broker direct deposit authorization.

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What is broker direct deposit authorization?

Broker direct deposit authorization is a document that allows a broker to directly deposit funds, such as dividends or distributions, into the client's bank account.

Who is required to file broker direct deposit authorization?

Investors who wish to receive their funds electronically rather than through checks are required to file broker direct deposit authorization with their broker.

How to fill out broker direct deposit authorization?

To fill out broker direct deposit authorization, provide personal information such as your name, account number, and banking details including the bank name, account number, and routing number.

What is the purpose of broker direct deposit authorization?

The purpose of broker direct deposit authorization is to facilitate the electronic transfer of funds to clients' bank accounts, ensuring timely and secure transactions.

What information must be reported on broker direct deposit authorization?

The information that must be reported includes the investor's personal details, brokerage account number, and the bank account information where funds should be deposited.

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