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Get Direct Deposit Authorization Form-instructions
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How to fill out the Direct Deposit Authorization Form-Instructions online
Filling out the Direct Deposit Authorization Form online is a straightforward process that ensures your payments are deposited directly into your bank account. This guide provides detailed instructions to assist you in completing each section accurately.
Follow the steps to complete the form successfully.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter the name of the account. This should be your name or your company’s name as it appears on your bank account. If you are contractually associated with an LLC or incorporation, ensure you provide your company details rather than personal account information.
- Indicate the name of the financial institution where your account is held. This should be the name of the bank, credit union, or other financial institutions.
- Select whether the account is a checking account or a savings account by checking the appropriate option.
- Locate the bank routing number, also known as the ABA number. This number can be found at the bottom of your check or deposit slip. Ensure you input the correct routing number specific to your financial institution.
- Next, input the bank account number. This number is also found at the bottom of your check or deposit slip, right next to the routing number.
- Provide your signature as the contractor or account holder. This is a mandatory requirement for authorization.
- If applicable, obtain the signature of any joint account holder. This is necessary only if your account requires two signatures on checks or for withdrawals.
- Attach a voided check. This should be a copy of a used or voided check to enable the company to verify your routing and account numbers. Submitting incorrect information may lead to delays in processing your deposits.
- Once you have filled in all required fields, ensure you review the information for accuracy. You can then save changes, download, print, or share the completed form.
Start completing your Direct Deposit Authorization Form online today!
The bank account information you'll need includes your name; transit number (up to 5 digits); account number (up to 7 digits); branch number, which is the first 4 digits of the transit number (e.g., 0234). Use this information to set up direct deposit with the CRA, your employer, or save and print your form.
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