Get Download Direct Deposit Authorization Form - Plumbers And ...

Filling out the Download Direct Deposit Authorization Form - Plumbers And ... can streamline the process of receiving your pension payments directly into your bank account. This guide will walk you through the essential steps to complete the form online with ease and accuracy.

Follow the steps to complete the form effectively.

1. Click the 'Get Form' button to obtain the form and open it in your editor.
2. Begin filling out the form by providing your name as the Payee/Account Holder, along with your Social Security number, address, and telephone number. Ensure that all details are accurate and up-to-date.
3. If applicable, identify all other signers or parties on the account. Use the designated space on the form to include their names, Social Security numbers, addresses, and relationships to you. Attach an additional list if there are multiple other holders.
4. Provide your bank's name, transit number, mailing address for deposits, and account number. Select the type of account—personal checking or savings. Remember to ensure that this is not a business account.
5. A bank employee must verify your bank account and the account holder information. They will complete the required section on the form and provide their signature.
6. Attach a voided pre-printed personal check or pre-printed personal savings account deposit slip to the form as required. This is crucial for verifying the account details.
7. Review all the information provided for accuracy. Once you confirm everything is correct, sign and date the authorization agreement on the back of the form. Ensure that all other account holders also sign if they are listed.
8. Submit the completed form via mail or fax to the Plumbers & Pipefitters National Pension Fund at the specified address. Ensure that it is sent to the accounting group.
9. Keep a copy of the completed form for your records. Remember to follow up with your bank to confirm that the direct deposit arrangement has been set up correctly.

Start completing your documents online today to benefit from the convenience and safety of direct deposit.