Filling out this form is a relatively simple process. You can use our ACH Authorization Form template, then task a lawyer to review the document to make certain everything is correct.
After the form is ready, 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.