|
Bill
Payment
FINANCIAL ASSIST aids
clients by taking responsibility for their bill payment chores and reconciling their
checking account on a monthly basis. FINANCIAL ASSIST maintains no ownership interest in
the client's checking account, and assumes no liability for any past or future debts of
the client. The client is responsible for funding his/her account on a regular basis and
FINANCIAL ASSIST will use those monies to write checks on the client's behalf, based on
bills received in the client's name for payment.
All client accounts are to be opened (or maintained)
in the name of the client and using their Taxpayer Identification Number. All
correspondence (re: Bank statements, Bills for Payment, etc.) will be forwarded directly
to FINANCIAL ASSIST. Our
corporate policy is to require two signatures on all checks, as additional protection for
the client.
Confidentiality and the protection of client assets
are of utmost importance to our company. Our employees are insured and bonded.
BILL PAYMENT PACKAGE
INCLUDES:
Receipt & Sorting of Bills
All Payments made by Due Dates
Reconciliation of Monthly
Bank Statement
Monthly generation of
Computer Recap Report, showing all Bank Account Activity
REQUIREMENTS:
A Funded Checking Account, over
which Financial Assist is given LIMITED POA
Change of Address Notification to
each Creditor whose bill will be paid by FA
Authorization Form to handle &
open mail
|
|
 
|
