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Electronic Funds Transfer Forms

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 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.