The final form we will need to process your appointment is the Electronic Funds Transfer Form (EFT) and it is your banking information. To complete this form:
- Download the EFT Form.
- Enter your full legal name in Box 1
- Enter your full Social Security Number/ITIN in Box 2
- Enter your full address including City, State and Zip in box 3. Please note it must match all of the other forms.
- Enter the best phone number to reach you in Box 4
- Enter the best email to contact you in Box 5
- Enter the full name of your Financial Institution in Box 6
- Enter your financial institution's routing number in Box 7. Note that this number will always be 9 digits.
- Enter your Account Number in Box 8.
- Select the account type - either checking or savingsĀ
- Finally review all of the details you have entered, then sign and date the bottom of the form