ACH Debit Authorization

ACH Debit Authorization

In the KeyInsight panel

• Click the ‘Add Interaction’ icon
• In the Interaction Options window:
  • Type: push down arrow or start typing to select opportunity: ACH Debit Authorization Form (O)
  • Channel: will auto populate to your channel, change if needed.
  • Description – enter if needed
  • Explanation - enter if needed
• Check the opportunity options box
  • Default and Type fields will populate automatically
  • Explanation – DO NOT delete anything in this section
    • ACH Debit Authorization Form: Y/N
    • ACH Effective Same Day: Y/N
    • ACH Effective Next Day: Y/N
• • Click ‘Insert New Form’ above the Opportunity Options section
    • Answer ‘yes’ if you have finished filling out the interaction portion
    • Answer ‘no’ if you need to add anything additional to the interaction portion
    • Insert Form
  
  • The ‘process form’ window will open
    • On the left side
      • Form Type: EFT_ACH Debit Authorization
    • On the right side
      • Primary Record – Type and select the member number
      • Select the Share: S 0001 First Forward Savings
      • Click continue
  • Document window will automatically pop up
    • If it does not, minimize window. You may need to allow the pop-up
  • Fill in document
    • Once completed – click ‘Lock Form-Not Sigs’
  • Sign Document
    • Sign using Signature Pad:
      • Click on the signature line that says “Sign Here”
         
         

• • • • Follow the prompts for member to sign
      • Click ‘accept’
      • Box will populate, confirming signature has been obtained
  • Click ‘Submit Form’