Get Direct Deposit Form - I.e. Shaffer

Filling out the Direct Deposit Form - I.E. Shaffer online allows for a convenient method to have your monthly benefit check directly deposited into your bank account. This guide provides step-by-step instructions to ensure that you accurately complete the form.

Follow the steps to complete the Direct Deposit Form efficiently.

1. Click the ‘Get Form’ button to access the Direct Deposit Form and open it for editing.
2. Print your name in the designated area at the top of the form to identify yourself as the account holder.
3. Provide your Social Security number in the space provided. Make sure this information is accurate for verification purposes.
4. Select the type of fund you wish to deposit by checking the appropriate box: either 'Pension' or 'Annuity.'
5. Enter your Local Union number in the specified area if applicable.
6. Fill in the name of your bank in the section provided.
7. Enter the full address of your bank, including the street name.
8. Input your bank account number, ensuring that it is accurate and complete.
9. Indicate the type of account by selecting either 'Checking' or 'Savings' by checking the corresponding box.
10. Complete the address of your bank, including the city, state, and zip code.
11. Write down your bank’s transit routing number to confirm the proper routing of your funds.
12. Sign and date the form in the designated areas to authorize the electronic deposits.
13. Lastly, return this completed form to the Payment Department at I.E. Shaffer & Co., using the provided address.

Complete your documents online today to simplify your benefit deposits.