EFT Form

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WIF Account #
WIF Investment Account #(s)*
Phone*
Name(s) on Investment*
Electronic Funds Authorization

This EFT Authorization is intended to (i) provide initial or updated bank account information to be used by WIF for future transfers between my bank account and my WIF Investment Account and/or (ii) request a one-time or recurring transfer between my bank account and WIF Investment Account. By completing and signing this EFT Authorization, I hereby authorize Wesleyan Investment Foundation (WIF) to initiate transfers upon my request into and out of my designated bank account in the amount of my request(s), including transfers in the amount set forth below (if any) and future transfer amounts I request. To request a transfer, I must contact WIF by phone or through Online Access or specify a “Transfer Amount” below. Upon submission of this EFT Authorization to WIF, I understand that WIF may contact me for a one-time verification for the security of my bank account. If I do not hear from WIF, then verification is not required, and the transfer will be initiated.

This is a free service. While funds transferred to my bank account will be available between one and five business days after WIF initiates the transfer, usually I will have access to the funds on the next business day. WIF is not responsible for any overdraft fees or other charges resulting from an automatic debit.
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Date
MM slash DD slash YYYY
TRANSFER INFO
Just want to update without a transfer?
- No Transfer at This Time, Retain/Update Only
Transferring TO or FROM?*
Transfer amount
One-Time transfer or reoccurring?*
Beginning date for transfer?*
NEW BANK INFO
EFT Terms*
I acknowledge that I have read and understand the policy listed below.*
After completion of this online EFT Authorization Form, I understand that I may be contacted for a one-time verification for the security of my account. If I do not hear from WIF within one business day then verification was not required on my form and it will be processed immediately.
Name of Bank*
Name on Account*
Type of Account?*
Bank Routing #*
Account #*
SIGNATURE
Full Legal Name*
Email*
Terms of ACCEPTANCE & SIGNATURE*
- I understand that checking this box constitutes a legal signature confirming that I have signed this Agreement by typing my name in the previous field and that all the details above are accurate and authoritative.

EFT Form

TRANSFER INFO

NEW BANK INFO

After completion of this online EFT Authorization Form, I understand that I may be contacted for a one-time verification for the security of my account. If I do not hear from WIF within one business day then verification was not required on my form and it will be processed immediately.

SIGNATURE