Get Direct Deposit Transfer Form - Montecito Bank & Trust

Filling out the Direct Deposit Transfer Form for Montecito Bank & Trust is a straightforward process that allows users to easily switch their direct deposit to a new account. This guide provides step-by-step instructions to ensure that you accurately complete the necessary fields.

Follow the steps to effectively fill out the Direct Deposit Transfer Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin filling out the company information section by entering the name of your employer or company that currently deposits your funds in the designated field.
3. In the company address section, provide the complete address of your employer or the entity responsible for the direct deposit.
4. Next, complete the 'Your Information' section. Start with your full name, followed by your residential address, ensuring it's accurate for correspondence.
5. Enter the account number related to the deposits you wish to redirect. This should be the account number used in conjunction with your employer.
6. Provide your Social Security Number in the designated field, but only if it is required by the payee, as some employers may require this for verification purposes.
7. In the 'Your NEW Montecito Bank & Trust Account Information' section, enter the routing number for your new bank account followed by your specific account number.
8. Sign and date the form where indicated, using your original signature to authorize the transfer request.
9. Once the form is completed, you have the option to save the changes, download the filled-out document, print it for physical submission, or share it as required.

Take advantage of our online tools to seamlessly complete your Direct Deposit Transfer Form today.