Get New York Life Direct Deposit Form

Filling out the New York Life Direct Deposit Form online is a straightforward process that ensures your pension benefit payments are deposited directly into your bank account. This guide provides clear steps to help you navigate each section of the form with ease.

Follow the steps to complete the online form successfully.

1. Press the ‘Get Form’ button to obtain the New York Life Direct Deposit Form and open it in your preferred editor.
2. Begin by providing your personal information in the 'Participant Information' section. You can choose to fill out either section A or B. In section A, include your first name, last name, contract number, certificate number, address, Social Security number, telephone number, and any other required fields.
3. If you chose section B, enter the reference number from your New York Life check stub.
4. Next, fill out the 'Bank Information' section. Indicate whether your account is a savings or checking account by checking the appropriate box. Provide the bank name, branch address, city, state, and zip code.
5. Enter your account number and ABA routing number. The ABA number is a 9-digit routing number provided by your bank. Ensure accuracy in these key fields.
6. If you selected a savings account, attach a deposit slip showing your account number. For a checking account, attach a blank check and write 'VOID' on it to prevent unauthorized use.
7. If you are using a brokerage account, include your brokerage account number in the designated section.
8. Finally, read and agree to the authorization statement, then provide your signature and the date to complete the form.
9. After filling out the form, you can save your changes, download the completed document, print it, or share it as necessary.

Complete your New York Life Direct Deposit Form online today for convenient and secure payments.