Payment authorization forms are required for all policies with an EFT or CC billing method. These forms give Openly consent to charge the payment method on file and are necessary for automatic withdrawal of renewal term premiums. Policyholders who do not wish to have payments automatically withdrawn can choose the direct bill invoice option. For more detailed information, see What Methods of Payment Do You Accept?
Policyholders who have opted-in to electronic documents will be emailed the form. Once completed, it will be automatically returned to Openly. Blank authorization forms for wet signatures are located on the Documents tab. You may also use a blank form to check what the last four digits of an EFT or CC payment method are. That information is located on page two of the form.
The status of the authorization form for any policy can be found on the Billing tab under Billing Method.
See How Does eSign For Openly's Electronic Documents Function? for assistance if the applicant has trouble eSigning the authorization form.
To upload the form:
1. Locate the policy in the Portal and click View.
2. Navigate to the Documents tab and click Upload Document on the right side of the screen.
3. Select CC or EFT Authorization Form from the dropdown menu, then choose the file from your computer or drag the file into the designated space.
The form must match the payment method in the portal for the option to appear in the dropdown.
4. Click Save.
5. If the form was submitted correctly, you will see the message Auth Form Received on the Billing tab.
If you need further assistance or a new authorization form sent via email, contact us via our webform or Live Chat.