PROTOCOL ™ – Great Form & Function In Payment Processing!
Electronic Funds Transfer Forms
Any company that collects recurring payments can benefit from PROTOCOL™.
Transfer Agreement Form
This form allows Palm Beach Financial Exchange, Inc. to act as your company’s agent to draft your customer’s accounts. Please use this form for initial setup as well as for any changes in business ownership or corporate responsibility.
Transfer Information Form
This form is used to instruct Palm Beach Financial Exchange, Inc. as to your company’s billing dates, banking information, etc. Please use this form for initial setup as well as for any changes to your existing billing, banking and business information.
Transfer Document Upload
This document transfer sends Palm Beach Financial Exchange, Inc. your company and owner/officer supporting documents. Please use this transfer for initial setup as well as for any changes concerning business, ownership or corporate responsibility.