Get Form 5396

Filling out Form 5396 for direct deposit can seem daunting, but this guide will walk you through each step in a clear and supportive manner. By following these instructions, you will be able to complete the form quickly and accurately.

Follow the steps to successfully complete Form 5396 online.

1. Press the ‘Get Form’ button to access the form and open it in the online editor.
2. Begin by checking the appropriate box to specify whether you are requesting direct deposit for interest payments or redemption payments.
3. In the 'Please print' section, enter your name, mailing address, email address, and telephone number. If applicable, provide your employer identification number or social security number.
4. Input the necessary banking information: your depositor's account number, type of account (checking or savings), and bank routing number. Also, include your bank's phone number.
5. For a credit union deposit, do not attach a voided check. Instead, obtain the correct routing number from your credit union and enter it in the form.
6. If you are filling out the form for a joint account, ensure only the person whose taxpayer identification number is shown signs the form.
7. Read the certification statements regarding your taxpayer identification number and backup withholding. If you have been notified by the IRS about backup withholding, cross out item two as instructed.
8. Sign and date the form at the designated section.
9. Once you have filled out the form, save your changes. You can then download, print, or share the completed form as needed.

Take the next step in managing your finances by completing the Form 5396 online today.