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Completing the PAC Form

Please note only monthly mode premiums are eligible for premium draft.

Setting your clients up on a monthly draft for their life insurance premiums is an easy and efficient way to ensure their monthly payments are made timely and consistently. Please utilize this guide to make sure you correctly complete the PAC Authorization Form with your clients.

Option 1:

Do not check either box if the client would like the draft to occur at issue

Option 2:

Check box to select a specific draft date. Please note we do not back draft. If the date chosen has past we will wait until the following month to draft the premium.

Option 3:

completing_the_pac_form.txt · Last modified: 2021/03/10 07:04 by bturner