Credit Card Authorization Letter printable pdf download

Credit Card Authorization Letter

CREDIT CARD AUTHORIZATION LETTER

I/We

hereby authorize

(PRINT NAME AS IT APPEARS ON CREDIT CARD)

the use of my/our credit card described below for charges related to services provided by

Comprehensive Wealth Management, LLC for management of the:

Qualified plan(s) set forth below: (Initial) _____ _____

Annual Retainer (Initial) _____ _____

I/We further understand that the annual retainer fee and/or quarterly qualified plan fee will

be charged to my credit card on an ongoing basis until cancelled by me/us in writing.

Financial Planning Down Payment, non‐recurring (Initial) _____ _____

Credit Card Type:

VISA

MASTERCARD

Credit Card Number:

Expiration Date:

3 Digit Security Code Number

Name of Card Holder(s):

I/We understand that the amount charged to my/our credit card is based on services requested

by me/us at the rates stated in the Comprehensive Wealth Management LLC Investment

Management Fee Agreement and/or pursuant to terms of Financial Planning Fee Agreement.

Signature 1

Signature 2

Date:

Comprehensive Wealth Management, LLC

Credit Card Authorization Letter