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