Get Kaiser Electronic Funds Transfer Authorization Form

Filling out the Kaiser Electronic Funds Transfer Authorization Form is a crucial step for appointed brokers wishing to receive payments electronically. This guide will provide detailed, step-by-step instructions to assist you in completing the form accurately and efficiently online.

Follow the steps to complete the form seamlessly.

1. Click ‘Get Form’ button to access and open the Kaiser Electronic Funds Transfer Authorization Form in your preferred online editor.
2. Begin by selecting whether you want to add, change, or terminate your direct deposit. Check the appropriate box on the form.
3. Fill in your name (last, first) or agency/business name as indicated on the form.
4. Provide your Social Security Number or Tax ID (TIN) in the designated field.
5. Enter your OneLink Vendor Number if known, or call the provided number for assistance.
6. Complete your mailing address information, including street, city, state, and zip code.
7. Fill in the address where payments will be directed, specifying whether it is a checking or savings account and providing the corresponding address.
8. List your daytime phone number and email address for deposit notifications.
9. Enter your bank's 9-digit routing number. Confirm this with your financial institution if necessary.
10. Add your account number. Contact your bank for this specific number.
11. Attach a copy of a voided check if using a checking account or a savings deposit slip if using a savings account.
12. Review all entered information for accuracy before proceeding.
13. Provide your authorized signature, title, and date at the bottom of the form.
14. Once completed, ensure you save changes, then download, print, or share the form as needed.

Complete the Kaiser Electronic Funds Transfer Authorization Form online now to ensure timely payments.