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Standing Order Form Template


The standing order form is a financial form that is used to create automated mode of making payments. Companies and persons with corporate accounts can use this form to authorize their bank to pay a third party, a fixed amount of money at fixed intervals. The payer can use this to form to fill out the required details such as the name of the payee, amount, frequency, and account number. Get started with this form by either embedding it on your website or by using it as a standalone form.


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Standing Order Form Template

What is a Standing Order Form Template:

A standing order form template is a document that specifies the financial action you want the bank to carry out on your behalf. It usually includes the name of the account to be debited, the author's name and signature, the specific amount, the beneficiary details, and the scheduled time for disbursement. pre-designed document that outlines the necessary information and instructions required to set up a standing order. This template typically includes fields for the payer's and payee's details, the amount to be transferred, the frequency of payments, and any other relevant information. Using a template ensures consistency and accuracy in the information provided for setting up standing orders.


How do I Create a Standing Order Form:

  • Login to your Formplus account
  • Select the standing order from the template from the template library.
  • Use the drag and drop from builder to add fields and relevant sections such as;
  • The authorizer details
  • Finaicila Inistitutoion
  • Bank account to be debited
  • Amount
  • Date/time scheduled
  • Beneficiary details
  • Signature

Next, you share the completed form with the relevant users either via an email link, a QR code, or by simply embedding it on your website.


Can I Set Up My Own Standing Order?

Yes, you can set up your standing order form, just follow the steps outlined above and share the instructions with your bank either via an email link or a QR code. Once you do the bank will process the standing order instruction based on the details you provided.


What Details are Needed for a Standing Order:

The details needed for a standing order include:

  • Payer's Information:
  • Full Name
  • Address
  • Contact Information
  • Bank Account Number
  • Bank Sort Code
  • Payee's Information:
  • Full Name (or Company Name)
  • Address (or Company Address)
  • Bank Account Number
  • Bank Sort Code
  • Payment Details:
  • Amount to be Transferred
  • Frequency (e.g., monthly, weekly)
  • Start Date/End date
  • Reference/Description (to identify the payment)
  • Authorization:
  • Payer's Signature
  • Date


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