• Download and print the Agreement & Enrollment Form
• Optional services: download the appropriate form (listed on the right)

  Note: The optional services require bank approval and are subject to daily limits.

Step 2
Read and
Fill Out Form(s)

• Agreement and Enrollment Form
  • Read Agreement section pages 1-11
  • Fill out form pages 12-14
    
    
• Optional Services (listed on the right)
  • Read Agreement(s)
  • Fill out page 1 for each Agreement
  • Sign & Date each Agreement

Step 3
Mail Form(s)

• Make a copy of Agreement(s) your records
• Mail original agreement(s) (mailing address on the right)

Step 4
Getting Started (account setup)

• Account setup takes five business days from date received
• Customer Service mails signed copies to customer
• Customer Service contacts customer with log-in information
  • Log-in instructions provided
  • Or, customer can use the online help