1. Annual Payment Option:

• To pay with credit card: Go to the Portal > Click on Invoices > Pay Now

• To pay with Online Banking: Payee = CPA Insurance Plans West

  • Account number is your certificate number; please omit leading zeroes ex. 00012345 > 12345

2. Monthly Pre-Authorized Debit (PAD) Option:

• To sign-up for monthly pre-authorized debit (PAD) payments: Complete the following form as instructed. Enroll in PAD now.

• If you are currently on the monthly pre-authorized debit (PAD) plan, no action is required. You are automatically renewed, and your first payment will be withdrawn on the 20th of the next month (e.g. signing up on March 15, the first payment will be April 20).