Get State Of Indiana Retiree Direct Deposit Form - Key Benefit

Filling out the State Of Indiana Retiree Direct Deposit Form - Key Benefit is a straightforward process that allows retirees to have their benefits directly deposited into their bank accounts. This guide provides step-by-step instructions to help users accurately complete the form online.

Follow the steps to successfully complete the direct deposit authorization form.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Enter the retiree name in the designated field. This should be the full name of the retiree as it appears on official documents.
3. Input the retiree's Social Security Number (SSN) in the corresponding field. Ensure the number is correct to avoid any issues with the processing.
4. Select your employer, which should be listed as the State of Indiana, and fill in your effective retirement date in the provided space.
5. Choose the type of account where the funds will be deposited by checking either the box for a checking account or savings account.
6. Input the account number of the chosen bank account in the appropriate field. This should be the number found on your bank statement or account documents.
7. Fill in the Bank ACH Transit Routing Number, ensuring to use the number from your checking account, not the number from a savings deposit slip.
8. Provide the name of the depository bank in the designated space. This is the bank where your chosen account is held.
9. Complete the branch, city, and state fields with the appropriate information related to your bank.
10. Make sure to read the note regarding fees for bank deposit rejections and ensure all information is current and correct.
11. Affix your signature in the appropriate field, followed by the current date to authorize the account for direct deposits.
12. Upon completion, ensure to attach a voided check (for checking accounts) or a voided withdrawal slip (for savings accounts) as specified in the important section.
13. Review all provided information for accuracy before finalizing the form.
14. Save changes, download, print, or share the completed form as per your preference or submission process.

Complete your State Of Indiana Retiree Direct Deposit Form online for a seamless experience.