Loudoun Mutual values the feedback that we get from our agents. With that feedback, earlier this year we revised our EFT form to include all the information that is needed to set up insured’s for recurring EFT payments and not need a copy of a voided check.
Now that the new EFT form has been in operation for about 6 months, we have noticed that there have been significant challenges in fully completing the form, resulting in additional back and forth. We would like to send the following reminders to assist Loudoun Mutual assist you in serving our mutual insured’s in a timely manner.

The following is a list of the most common errors and omissions. Please review this list prior to submitting EFT forms to ensure prompt updates to the insured’s accounts.

1. “Bank Account Holder Name” is omitted. Please include the full name(s) of the bank account holders. We will NOT assume that a blank line means it is the same as the policyholder.

1. “Bank Statement Address” – this should be the mailing address for the bank account holder NOT the bank’s address.

1. “Bank Account Type” not marked. Please select checking or savings accordingly.

1. One Final Reminder – PLEASE, PLEASE, PLEASE send the completed EFT form via secure email link or via fax. If you need a secure link, please email billing@loudounmutual.com and we are more than happy to send you one.

Thank you so much for your continued support of Loudoun Mutual!