Get Calstrs Direct Deposit Forms

Filling out the Calstrs Direct Deposit Forms is a straightforward process that allows users to authorize direct deposits to their designated accounts. This guide will walk you through each section of the form and provide clear instructions to facilitate your online submission.

Follow the steps to complete your Calstrs Direct Deposit Forms effectively.

1. Press the ‘Get Form’ button to access the Direct Deposit Authorization form and open it in your preferred online editor.
2. In Section A, attach a voided personal check to the authorization. If you wish to deposit funds into a savings account instead, provide a letter from your financial institution that includes the routing number and account number.
3. Move to Section B—Authorization Information. Here, authorize CalSTRS to transmit funds electronically by completing the required fields, which include your printed name, signature, date, telephone number, social security number, and mailing address.
4. Decide whether you would like to receive benefit payment stubs by checking the appropriate box indicating 'Yes' or 'No.' Selecting 'No' means you will not receive statements in the mail, but your Form 1099-R will still be sent to your mailing address.
5. Proceed to Section C—General Information. This section reminds you to send your completed form to the California State Teachers’ Retirement System at the address provided.
6. Once you have filled out the form completely, you can save your changes, download the completed form, print it, or share it as necessary.

Complete your forms online today to ensure timely processing of your direct deposit.