The Learning Centre:
New option for submitting a transaction request
At Educators Financial Group, our focus is on delivering the best client experience. We want to make it easier for you to manage your accounts with us, and we’re happy to announce a new option for submitting transaction requests to Educators Financial Group. You can now submit your request by way of an email attachment. Either scan the signed document, or take a clear photo of the document and email the attachment to us.
The transaction request document must be sent to: firstname.lastname@example.org.
Please note that the cut off time to receive that day’s trade is 3:00 pm. Transactions received after 3:00 pm will be processed on the next business day.
New Transaction Forms
Educators is always looking to improve our client’s experience. That’s why we have created some new transaction request forms based on feedback that there were forms missing for certain types of requests.
The new forms available are:
Non-Financial Transaction Form – This form can be used for making changes to your name, address, contact details and bank account information.
Systematic Withdrawal Plan (SWP) Form – This form can be used for setting up a systematic withdrawal on an account, or to make changes to an existing one.
We are pleased to offer you the following forms that are now fillable electronically. These forms are:
- Transaction Request Form
- Know Your Client Form
- Non-Financial Transaction From
- Pre-Authorized Chequing (PAC) Form
- Systematic Withdrawal Plan (SWP) Form
Complete the required forms on your computer, save them, then print, sign and email them back to us at: email@example.com.