Document 6492355
Transcription
Document 6492355
How to complete: AFBA/MNL FirstNet Allotment Form When completing the FirstNet Allotment Form for AFBA and the “piggyback” FirstNet Allotment Form for AFBA and Madison National Life sales, the form must be completed as follows: FIRST CITIZENS BANK ALLOTMENT DISBURSEMENT SIGN-UP FORM MONTHLY AGENT SHOULD FAX THIS FORM TO: 270-351-1239 DATE OF BIRTH ADDRESS (street,route,P.O. Box, APO/FPO) SOCIAL SECURITY NUMBER STATE ZIP CODE If allotment already exists on 083901650, must increase existing allotment. TYPE OF DEPOSITOR ACCOUNT COMPANY NUMBER DISTRIBUTION OF ALLOTMENT COMPANY NAME 777 First Citizens fee 682 Armed Forces Benefits Assoc. 682 Armed Forces Benefits Assoc. 682 Armed Forces Benefits Assoc. 682 Armed Forces Benefits Assoc. 682 Armed Forces Benefits Assoc. 667 Madison Life Ins SA-2 EMPLOYEE INFORMATION NAME OF PAYEE (last,first,middle initial) CITY First Citizens Bank P.O. Box 988 Radcliff, KY 40159 800-351-1911 POLICY NUMBER or SSN BIWEEKLY PREMIUM SAVINGS BI-WEEKLY FEE MONTHLY TOTAL XXX-XX-XXXX $9.23 .00 First Citizens Bank P.O. Box 988 Radcliff, KY 40159 Example: $20.00 monthly premium X 12 months = $240.00 /26 pay periods = $9.23 bi-weekly $20.00 .00 .00 .00 .00 XXX-XX-XXXX $75.00 .00 TOTAL NAME AND ADDRESS OF FINANCIAL INSTITUTION $2.00 2.00 AFBA premiums are based on using the simple monthly premium tables but should also be converted to a bi-weekly amount as follows: $162.50 $184.50 ROUTING NUMBER 0 839 016 5 ACCOUNT (SSN# + _____ _____ _____ _____ _____ _____ _____ _____ _____ 682 CHECK DIGIT 682 0 ALLOTMENT SAVINGS ACCOUNTS APPLICATION AND TRANSFER AUTHORIZATION In consideration of the opening and maintenance of a savings account by First Citizens Bank, the depositor agrees that this account shall be subject to the bank’s rules and regulations covering allotment savings account interest rates, statements and maintenance of this type account. Accounts inactive for 365 days may be assessed a dormant service charge. Undersigned hereby authorizes First Citizens Bank to deduct from said account and transfer monthly the amount (s) listed above (including service charge) or any lesser amount if the first amount is not available to FirstNet. First Citizens Bank will mail Electronic Funds Transfer disclosure, rules and regulations regarding this account. Quarterly statements and other disclosures will be made available to you at www.firstnetbillpay.com. If the email address given is invalid, omitted or email is returned to us, we will automatically mail all disclosures and quarterly statements to the address given above. The owners of the accounts, by signing below consent to receive all required statements and disclosures, for example change-interms notices, Regulation E notice, error resolution procedures, electronically from First Citizens Bank. Under penalties of perjury, I certify that (1) TIN provided on this form is true, correct and complete, and (2) that I am not subject to backup withholding either because (a) I have not been notified that I am subject to backup withholding as a result of failure to report all interest or dividends, or (b) IRS has notified me that I am no longer subject to backup withholding. CERTIFICATION INSTRUCTIONS: You must cross out item (a) above if the IRS notified you that you are currently subject to backup withholding because of under reporting interest or dividends on your tax return. Account Holder Email Address Agent name Allottee Signature DATE Madison National Life premiums are calculated using the bi-weekly premium then multiplying by (26) pay periods/ and then dividing by (12) months in order to obtain the monthly premium. Example: $75.00 bi-weekly X 26 pay periods = $1,950 /12 months = $162.50 monthly