How to Create a Wire Agreement

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

Current Date: Today’s date

Customer Name: Type the account holder’s name(s)

Account Number: List all account numbers except CDs

Telephone Number for Callback Verification: Use the client’s HorizonXE phone number

Save As and save the form as a PDF to your computer OR

Be sure to select Save As and not Save or the icon

Print to PDF and save the file to your computer

Suggestion: Name the file the client’s name wire agreement so it is easy to discern from other files

CX Team will fill in the Boxed Areas – List ALL accounts except for CD Accounts
Only the owner requesting to send the wire is required to sign; however, both may sign

CX Team will fill in the client’s phone number from HorizonXE