The Payment Plan Pre-Authorization form can be used to:
- Change bank account information
- Change draft date
- Change draft frequency
You can send this DocuSign link to the client so they can complete and sign the form electronically. A PDF version of the form is attached below for reference.
Note: Please do not use the Pre-Authorized Checking (PAC) form. That form can only be used for policies that were submitted through EZ-App.