Get Depository Agreement For Trs Benefit Payments Form

Filling out the depository agreement for TRS benefit payments form online can be a straightforward process when guided properly. This comprehensive guide will help you navigate each section and field of the form to ensure accurate completion.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the depository agreement for TRS benefit payments form in an editable format.
2. Fill in your full name in the member name section, followed by your date of birth in the designated field. Provide your complete address, including city, state, and ZIP code. Additionally, ensure to enter both your home and work telephone numbers, including any extensions where applicable.
3. In Section 1, read through and acknowledge the responsibilities outlined. Ensure that you are aware that benefit payments terminate at the end of your death or eligibility period. This section requires a clear understanding before proceeding.
4. Next, authorize TRS to forward your payments by electronic fund transfer to the financial institution of your choice. Specify the account details, including account number and routing number, which can be found on a deposit slip or voided check.
5. If applicable, have joint account holders complete their signatures and dates in the designated fields. Make sure that all individuals with an interest in the account sign the form for it to be valid.
6. In Section 2, the financial institution must enter information such as the name of the institution, mailing address, and the account title. Ensure they provide their authorized official's signature and date.
7. Once all sections are accurately completed, attach a deposit slip or voided check as required. Review the form thoroughly to confirm that there are no mistakes, as this agreement is necessary for processing your payments.
8. Finally, save your changes, or proceed to download, print, or share the form as needed, ensuring you submit it to TRS for processing as per the instructions provided.

Complete the depository agreement for TRS benefit payments form online today to ensure seamless benefit payments.