Filling out an ACH authorization form is a relatively simple process. You can either do this using our preprepared form or task a lawyer to create and complete the template for you.
After the form is printed off, it can either be given to the client with some or all the necessary information prefilled, such as the payment amount or your company’s name.
Alternatively, the form can be provided as a standard template with blank spaces the customer can fill in themselves.
When filling the form, all you or the client need to do is follow the steps below:
- Download and print the template
- Indicate how frequent the payments should be
- Provide the personal details requested by the form
- Complete any information detailing the charges that are to be made
- Enter billing information needed to process payment
- Sign and date the form
Both you and the payee should keep a copy of the completed ACH form for your records. This will help resolve any issues if disputes arise.