Sweep Transfer Authorization Agreement

Use this form to link and authorize an automatic funds transfer (sweep) from a State Street checking or savings account to another State Street account to cover insufficient funds and preventing an overdraft.

First Name:*

Last Name*

Phone Number*

Area CodePhone Number

Email

example@example.com

I authorize State Street Bank to transfer and deposit funds to and from the accounts listed below to prevent any overdrafts. The amount transferred will be rounded to the nearest whole dollar.

Transfer Funds from Account Number:*

Account Type:*

To Account Number:*

Account Type:*

I understand that this authorization will remain in full force and effect until I notify State Street Bank by phone or at any branch location that I wish to revoke this authorization. I understand that State Street Bank requires at least 5 business days prior notice in order to cancel this authorization.

Signature:*

Use your finger or mouse to sign.

Date*

Enter the message as it is shown:*