Electronic Giving – Instructions

Please keep in mind that a completed form must be received at least two weeks prior to the scheduled date of any withdrawal, regardless of whether the form is being submitted to establish a new authorization, to make a change to an existing authorization, or to discontinue electronic giving.

Completed forms should be submitted in hard copy to Donna Muscarella at the Parish Center.

New Authorizations (Initial Setup)

  • Fill in your personal information.
  • Indicate “New” as the Type of Authorization.
  • Fill in your Bank Account Information. Be sure to attach proof of the account (i.e. a voided check for checking accounts or a blank deposit slip for savings accounts) to your completed form.
    • Routing Number is the first 9 digits printed at the bottom of your checks or deposit slips. This is your bank’s electronic address.
    • Account Number is the next set of numbers on the bottom of your check or deposit slip. Do not put in spaces or punctuation that is shown. If copying the information from a check, be careful not to include the set of numbers farthest to the right. These numbers correspond to your check number, and are only there to assist your bank with the checking process.
  • The Collection Envelopes section allows you to indicate whether or not you would like to continue receiving collection envelopes. Please refer to the top of Page 2 of the Frequently Asked Questions document for an explanation of the reasons you might want to discontinue receipt of collection envelopes.
  • The Contribution Amount Worksheet is included to assist you with converting your weekly donation amount to an equivalent amount for monthly, quarterly, semi-annual or annual collection. Fill in Line 1 and use that amount to calculate the value for Line 2. If you will be donating monthly, quarterly, or semi-annually, use the amount from Line 2 to calculate a value for Line 3, 4, or 5 – whichever corresponds with your specified donation frequency.
  • Check the box under Contribution Schedule that corresponds with the frequency with which you wish to contribute.
  • The Contribution Amount is the amount that you wish to have withdrawn from your checking or savings account each time an electronic payment is processed. It is the amount you calculated in the Contribution Amount Worksheet (Line 2 for annual donors, Line 3 for monthly donors, Line 4 for quarterly donors, or Line 5 for semi-annual donors).
  • Check the box under Collection Day indicating if the contribution amount is to be withdrawn on the 1st or the 15th of the month.
  • Sign and print your name.
  • Effective Date is the date on which you authorize us to activate your electronic giving information. Please note that this is not necessarily the date on which the first withdrawal will be made from your account. The first withdrawal will be made on the first collection date that corresponds with your payment schedule, on or after the Effective Date. In most cases, you can indicate today’s date as the Effective Date. The only time a later date is needed is if you wish to delay the start of your electronic giving.
  • Attach a voided check or blank savings deposit slip to the form.

Change of Information

  • Fill in your personal information.
  • Check one or more of the change boxes in the Type of Authorization section, according to the type(s) of change(s) you wish to make.
  • Specify the details of your change. You do not necessarily need to fill out the entire form again.
    • If you indicated a change of bank account information, complete the Bank Account Information section as specified in the instructions for new authorizations.
    • If you indicated a change in contribution amount, complete the Contribution Amount Worksheet as specified in the instructions for new authorizations. Indicate the new amount in the Contribution Amount
    • If you indicated a change in contribution schedule and your donation frequency is changing, indicate the new frequency by checking the appropriate Contribution Schedule
    • If you indicated a change in contribution schedule and your donation day is changing, indicate the new day by checking the appropriate Collection Day
  • Sign and print your name.
  • Indicate the date on which you want the change(s) to take effect in the Effective Date
  • If you are changing your bank account information, attach a voided check or blank savings deposit slip to the form.

Discontinue Electronic Giving

  • Fill in your personal information.
  • Indicate “Discontinue electronic giving” as the Type of Authorization.
  • Sign and print your name.
  • Enter today’s date in the Effective Date