Get Direct Deposit Authorization Form - City Of Berkeley - Ci Berkeley Ca

Completing the Direct Deposit Authorization Form for the City of Berkeley is a straightforward process that allows you to set up automatic deposits to your bank account. This guide will walk you through each section of the form to ensure you provide the necessary information accurately.

Follow the steps to complete the form correctly.

1. Press the ‘Get Form’ button to access the Direct Deposit Authorization Form and open it for editing.
2. In the first section, provide the legal owner's name as it appears on the Grant Deed. If you are filling out the form as an agent, complete the agent's name in the designated area.
3. Next, indicate the address of the legal owner. Include street address, city, state, and zip code. If the agent has a different address, fill it out in the subsequent lines provided.
4. Enter the owner's phone number and the agent's phone number in the respective fields to ensure you can be contacted if necessary.
5. Fill in the Social Security Number or Tax Identification Number in the designated field. This must match the information on your IRS W-9 form.
6. In the Bank Information section, list the name of your financial institution, including the address. Then, provide the Branch Transit/ABA Routing Number and your Account Number.
7. Select whether your account is a checking or savings account by marking the appropriate box.
8. For checking accounts, attach an original blank check marked 'VOID.' For savings accounts, include a savings withdrawal or deposit slip with your name and account details.
9. Once all fields are completed, review your information for accuracy. Save the form changes, and decide whether to download, print, or share the completed form.
10. Mail the authorization form along with the voided check or savings deposit slip to the Berkeley Housing Authority at the specified address.

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