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Scheduled automatic withdrawals from a guaranteed wealth product Contract/policy number I apply to Sun Life Assurance Company of Canada or Sun Life Financial Trust Inc. to have payments made as requested

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How to fill out scheduled automatic withdrawals from

Here's a step-by-step guide on how to fill out scheduled automatic withdrawals from:

01

Gather necessary information: Start by gathering all the information you need to fill out the form. This may include your bank account details, the name and address of the company or individual you want to make withdrawals to, and the amount and frequency of the withdrawals.

02

Obtain the withdrawal form: Contact your bank or financial institution to obtain the scheduled automatic withdrawal form. This form may be available online, through their mobile app, or you may need to visit a branch to obtain a physical copy.

03

Fill out personal information: Begin by providing your personal information on the form. This typically includes your name, address, contact details, and your account number.

04

Provide withdrawal details: Next, fill out the necessary details related to the automatic withdrawal. This includes the name of the payee, their address, and any specific instructions such as the amount, frequency, and start date of the withdrawals.

05

Review and sign the form: Once you have filled out all the required information, carefully review the form to ensure accuracy. Double-check that all the details are correct, including account numbers, dates, and amounts. After reviewing, sign the form in the designated space to authorize the automatic withdrawals.

06

Submit the form: After completing the form and signing it, follow the instructions provided by your bank or financial institution to submit the form. This may involve submitting it electronically through their online platform, mailing it to a specified address, or visiting a branch in person.

Who needs scheduled automatic withdrawals from?

Scheduled automatic withdrawals can be useful for a variety of individuals or entities. Some common examples include:

01

Individuals paying regular bills: Many people choose to set up automatic withdrawals to conveniently pay their recurring bills such as rent, mortgage payments, utility bills, insurance premiums, or subscription services. This ensures timely payments without the hassle of remembering due dates or manually processing payments.

02

Businesses making regular payments: Companies often use scheduled automatic withdrawals to make regular payments to suppliers, vendors, or service providers. This helps streamline the payment process and avoid potential delays or missed payments.

03

Non-profit organizations collecting donations: Non-profit organizations may utilize automatic withdrawals to receive regular donations from their supporters. This provides a consistent and reliable source of funding for their programs and initiatives.

In summary, filling out scheduled automatic withdrawals forms involves gathering necessary information, obtaining the form, providing personal and withdrawal details, reviewing and signing the form, and submitting it as per the instructions provided by your bank or financial institution. Various individuals and entities can benefit from scheduled automatic withdrawals, including individuals paying bills, businesses making payments, and non-profit organizations collecting donations.

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