How does an insured or an agent set up an e-pay (EFT) on a Legacy policy

  • If the insured has previously been set up on EFT, you can set them back up without signed documentation. 
  • If the insured was previously set up on EFT and had 2 reversals due to NSF in 12 months they are ineligible for EFT. 
  • If the insured has never been set up on EFT, they have to complete the e-pay authorization form.