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1. Sign UpYour individual customers authorize the companies that send them bills to debit recurring payments through Direct Payment, providing their routing and account numbers. Download sample authorization forms » 2. TestYour business customers may send your institution a pre-notification test through the ACH Network to verify the accuracy of individuals' account information. If any specific individual's account information cannot be posted, or changes need to be made to the account information, you alert your business customer. 3. NotifyIf the amount of the recurring payment varies, your business clients will send their customers notification of the payment amount at least 10 days prior to the payment transaction, or receive permission from their customers to waive their rights to notification. Similarly, if the date of the debit varies or is not specified in the authorization, business clients must notify their customers at least 7 days prior to the debit date. 4. PostYour business customers transmit an ACH file to your institution for live processing, providing that six banking days have passed between the pre-notification entry and the first live entry. 5. ProcessYour financial institution processes the ACH file, extracting any transactions for individual accounts at your institution, and delivering the remaining transactions for distribution through the ACH Network. This occurs one or two days prior to the Direct Payment date. 6. TransactOn the Direct Payment date, you credit your business customers' accounts for the total amount of the Direct Payment transactions that were on the ACH file. If your financial institution is receiving Direct Payment transactions, you debit specific individual accounts and report the transaction on the customer's monthly account statement. 7. ConfirmThe account statements you provide to your customers will list details of the ACH transactions, including the date and amount of debit or credit. |
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