Reminder: Requested Draft Days to Coincide with Social Security Payments

In order to match up the drafts to coincide with your client’s receipt of Social Security payments, use the following “Requested Draft Days” when completing the bank draft authorization: 

• 1S – if Social Security is received on the 1st
• 3S – if Social Security is received on the 3rd
• 2W – if Social Security is received on the 2nd Wednesday
• 3W – if Social Security is received on the 3rd Wednesday
• 4W – if Social Security is received on the 4th Wednesday 

Please note: If you enter simply a “1” for the 1st or “3” for the 3rd, the drafts will not necessarily follow along with Social Security.