Forms

PBFE has not raised the transaction rates for EFT since our 1994 company establishment!

Any company that collects recurring payments can benefit from PROTOCOL ™.

Electronic Funds Transfer Forms

Note: If the filling of form fields is not supported in your browser (Internet Explorer is recommended), you can download the form and fill it out in Adobe Acrobat, or you can print the form ans email it to sales@pbfe.com.

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.