Forms

Electronic Funds Transfer Forms

Note: If the filling of form fields is not supported in your browser, you can download the form and fill it out in Adobe Acrobat,
or you can print the form and fax it to our offices @ 561.433.4311

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.