Thank you, we have received your request.

Next Steps:

  • You will receive an email shortly from DocuSign containing a link to the ACH Authorization agreement.
  • In the email, click the ‘Review Document’ button to review the agreement and complete the remaining fields.
  • You can provide your bank account information securely using this form – here’s what you’ll need:
    • Bank name
    • Name on the account
    • Phone number associated with the account
    • Account type (personal/business checking/savings)
    • Routing number
    • Account number
  • Please review the document to ensure your information is accurate, then sign and submit the document to finalize your request. Access will reach out with a confirmation after your automatic ACH is set up and your first payment has been successfully initiated.
If you have any questions or need assistance, you can call us at 888.388.8627 or send an email to Thank you for choosing Access Retirement Solutions.