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Get Calpers Direct Deposit Form
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How to fill out the Calpers Direct Deposit Form online
Completing the Calpers Direct Deposit Form online is an essential step for users seeking to have their retirement benefits deposited directly into their bank accounts. Follow this guide for clear instructions to facilitate the process efficiently.
Follow the steps to complete the Calpers Direct Deposit Form online.
- Click ‘Get Form’ button to download the document and open it in your preferred editor.
- Section 1: Information About You. Enter your full name, Social Security number or CalPERS ID, address, and daytime phone number. Ensure that all personal details are accurate to prevent any processing delays.
- Section 2: Information About Your Account. Indicate whether the account is checking, savings, individual, joint, or trust. If it is a joint account, complete Section 3. Provide the routing number and account number accurately. Additionally, attach a voided, pre-printed personalized check without using staples or paper clips.
- If you are submitting a trust account, contact CalPERS to obtain the necessary CalPERS trust form.
- Section 3: Confirm the identity of the payee and the account number. Have a representative from your financial institution sign and date this section, ensuring their contact information is also included.
- Section 4: Certification. Sign the form to certify you are entitled to the payment and authorize the direct deposit into the designated account. Choose whether you would like to receive statements online or by mail before signing and dating the form.
- Finally, review your filled-out form for accuracy, then save the changes, download, print, or share it as necessary. Ensure that the completed form is mailed to the CalPERS Benefit Services Division at the provided address.
Complete your Calpers Direct Deposit Form online today to ensure timely direct deposits into your account.
Filling out a direct deposit form involves entering your personal banking information accurately, including your account number and routing number. Make sure to double-check this information to avoid any errors. Using the Calpers Direct Deposit Form ensures that you correctly submit your details for your future payments.
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