How to Create a Wire Agreement

Prior to sending a client the wire agreement, the following MUST be completed:

1. Current Date: Today’s date
2. Customer Name: Type the account holder’s name(s)
3. Account Number: List all account numbers except CDs
4. Telephone Number for Callback Verification: Use the client’s HorizonXE phone number
5. Save As and save the form as a PDF to your computer OR
   1. Be sure to select Save As and not Save or the icon
6. Print to PDF and save the file to your computer
   1. Suggestion: Name the file the client’s name wire agreement so it is easy to discern from other files