A Fillable ACH Form Template for Your Automated Payments
Sending and receiving direct deposits isn’t a hassle for companies using ACH authorization automation. With ACH form automation by Docubee, you can build codeless digital documents using our template and send them for review and approval in minutes.
Why Use Our Free ACH Authorization Form Template?
Any business that sends or accepts payments directly from a checking or savings account deals with ACH authorizations. Digital forms like our ACH authorization form template are a low-cost, efficient way to collect all of the information needed for your automated clearing house authorizations.
- Send and approve ACH forms fast
- Automate your workflow
- Prevent delayed payments
- Reuse over and over
- Improve accuracy
- Access ACH forms anywhere
Simplify ACH Authorizations with Docubee’s Form Automation
No more waiting days to complete an ACH authorization. Use Docubee’s free ACH form template to create a document in a fraction of the time. Then use Docubee’s automation process to send and monitor the authorization process from first send to final signature.
Frequently Asked Questions
- ACH Credit Transfer Form Template: Used when an individual or organization wants to initiate a payment to another party. The form includes fields for the sender's information, recipient's information, payment amount, and other relevant details. By filling out this form, the sender authorizes their financial institution to transfer funds from their account to the recipient's account.
- ACH Direct Deposit Form Template: Used when an individual or organization wants to receive payments directly into their bank account. It’s ideal for payroll purposes, where employees authorize their employer to deposit wages directly into their bank account. The form typically includes the employee's personal information, bank account details, and authorization for the direct deposit.
- ACH Authorization Form Template: Used to get consent from an individual or organization to begin recurring ACH transactions. It’s common for subscription services, membership dues, and recurring bill payments. It includes the customer's information, bank account details, payment frequency, and authorization for ongoing ACH transactions. By completing this form, the customer grants permission for the designated amount to be automatically withdrawn from their bank account at specified intervals.
- Payer’s Information: Includes name, address, contact information, and other details necessary to identify the individual or organization sending the funds, and communicate with them if necessary
- Bank Account Details: Provides the payer’s bank name, account number, and routing number to ensure funds are credited to the recipient’s account
- Transaction Information: Identifies the payment amount, payment date, or intervals (if recurring), to ensure the correct amounts are deposited at the correct time
- Authorization Clause: Confirms the payer authorizes the financial institution to withdraw the specified amount from their bank account at a future date
- Signature and Date: Serves as a legal record, authenticating the payer's authorization and consent to the terms and conditions in the ACH form
- Revocation Clause: Allows the payer to cancel the authorization for future recurring ACH transactions
- Notice of Error Resolution Rights: Informs the payer about their rights and available options for resolving errors or disputes related to an ACH transaction
- Enter the merchant's name for payment collection
- Provide the account holder's full name
- Enter the authorized deduction amount
- Specify the date for the one-time payment
- Provide a description of the goods/services for payment deduction
- Submit the account holder's billing address
- Specify the city, state, and zip code
- Provide a reliable telephone number where the account holder can be reached for inquiries or notifications
- Share a valid email address to receive important communication and updates regarding the payment process
- Select the account that will be used for the deduction
- Enter the account holder's name as it appears on the account
- Provide the name of the bank where the account is held
- Enter the account number associated with the bank account
- Specify the routing number, which identifies the bank and branch for the account
- Read the authorization statement carefully
- Enter an agreed-upon alternative payment amount in case the initial deduction fails
- Grant permission for the merchant to continue deducting payment for up to 30 days after a failed attempt
- Provide a signature to indicate consent and agreement
- Enter the date of the signature in the format mm/dd/yyyy