plan sponsor connect - ivy investmentsplan sponsor connect . banking information form. number of...
TRANSCRIPT
2 COMPANY INFORMATION
BANKING INFORMATION (Required)3
Plan ID Number (If known)
Company Name
Select One:
Signature (Authorized Signer)
• I (We) hereby represent that all persons necessary to authorize transactions in the bank account have signed below. • I (We) hereby authorize WI Services Company to initiate debit entries from above-referenced bank account via Automated Clearing. House (ACH) for purchases requested by the Plan Sponsor using the Plan Sponsor Connect website and to indemnify and hold harmless WI Services Company and its affiliated companies for any loss, liability, or expense incurred as a result of acting on such instructions. This authorization may be terminated by the Company at any time by written notification to WI Services Company, with reasonable time to process such termination. Your banking information will be available via Plan Sponsor Connect (PSC) approximately 10 business days after the date WI Services Company receives your request.
Bank Account Number Bank Account Registration (All names listed on the bank account)
ABA Routing Number (Nine digits) Bank Name
Select One:
Printed Name Title
TitlePrinted NameSignature (Authorized Signer)
Savings AccountChecking Account
PLAN SPONSOR CONNECT Banking Information Form
Date:Number of Pages Faxed: (Including this page)To: Ivy Funds (Fax) 1.800.532.2749
From:Contact Name Contact Phone Number
Update Existing Bank Account InformationNew Bank Account Information
WR01CS0047 (11/19) Version 1.3
FAX COVER1