Forms

Electronic Funds Transfer Forms

(Note: If the filling of form fields is not supported in your browser, Windows users can download  Acrobat DC Reader for Windows and Mac Users can install Adobe Acrobat Reader DC | Mac OS to attach the form as an email addressed to admin@pbfe.com. No add-ons are required to be installed with Adobe Acrobat Reader DC.)

Adobe Email

Adobe Attachment Copy

Transfer Information Sheet

This form is used to instruct Palm Beach Financial Exchange, Inc. as to your company’s billing dates, banking information, etc.
Transfer Agreement Form
This form allows Palm Beach Financial Exchange, Inc. to act as your company’s agent to draft your customer’s accounts.