ACH Authorization Form Template
Set up direct payments without the paper chase.
ACH payments are the backbone of recurring billing, payroll, and vendor payments. But setting up the authorization? That's still stuck in the past for most organizations. Print a form, fill it out by hand, find a voided check (does anyone even have checks anymore?), scan it, email it, wait for processing. It's 2 weeks of back-and-forth for a process that should take 5 minutes.
This ACH authorization form template digitizes the entire process. Typeform's one-question-at-a-time format walks the authorizer through account details, payment terms, and consent language without the overwhelm of a dense banking form. Conditional logic adjusts based on payment type — a recurring debit authorization shows frequency and amount fields, while a one-time payment shows a simpler set.
Connect submissions to your payment processor or accounting system through integrations, store authorizations securely, and start processing payments faster.
An ACH authorization form is a document that gives a business or organization permission to electronically debit or credit a bank account via the Automated Clearing House network. It captures the account holder's banking information (routing number, account number, account type), the payment terms (amount, frequency, start date), and a signed consent to initiate the transactions. It's required by NACHA rules before any ACH debit can be processed.
NACHA. The governing body of the ACH network — requires written, recorded, or similarly authenticated authorization before you can debit someone's account. Processing ACH debits without proper authorization exposes your organization to return fees, penalties, and potential suspension from the ACH network. The authorization also protects you in disputes: if a customer claims they didn't authorize a charge, you need proof that they did.
- Account holder's full legal name and address
- Bank name, routing number, and account number
- Account type (checking or savings)
- Payment amount and frequency (one-time, weekly, monthly, etc.)
- Authorization start date and, if applicable, end date or number of payments
- Signature and date with clear consent language
Yes. NACHA rules explicitly permit electronic authorizations, provided you can authenticate the identity of the person signing and retain a retrievable copy of the authorization. Typeform's digital format satisfies these requirements when paired with proper consent language and secure data storage. The electronic record is as valid as a paper form. Often more so, because it includes timestamps and can't be lost in a filing cabinet.
Banking data demands the highest level of care. Typeform encrypts data in transit and at rest, but you should also minimize the number of people who can access raw responses. Consider integrating with a payment processor that tokenizes bank account details, so the actual account numbers aren't stored in your Typeform dashboard. Include a privacy notice in the form explaining how banking information is handled, stored, and protected.
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