Get Direct Deposit Form - About Ma Tax-aide

This guide provides comprehensive instructions on how to accurately complete the Direct Deposit Form for the MA Tax-Aide program. By following these steps, users can facilitate their reimbursement process efficiently.

Follow the steps to fill out the Direct Deposit Form correctly.

1. Press the ‘Get Form’ button to access the Direct Deposit Form and open it for editing.
2. In the 'Volunteer ID#' field, enter your unique identification number. This is a required field.
3. Fill in your full name in the 'Name' section, ensuring that it is accurate and matches your bank account details.
4. Provide your contact number in the 'Tele' section and your email address in the 'E-Mail' field.
5. Complete the 'Address', 'City', 'State', and 'Zipcode' fields with your current residential information. All of these are required fields.
6. In the authorization statement, confirm that you allow AARP to initiate credits to your account for reimbursement of expenses.
7. Select the type of bank account you will be using: either 'Checking' or 'Savings'.
8. Enter the 'Bank Name' and 'Bank Address', along with the 'City', 'State', and 'Zipcode' of your bank.
9. Input your bank routing number (ABA) and your bank account number in the respective fields. Both are required.
10. For documentation, if you are using a checking account, attach a voided check or a copy of your check. If using a savings account, provide a bank letter with the required information.
11. Sign the form in the 'Volunteer Signature' section, and enter the date of signing.
12. Submit the completed form via U.S. Mail, fax, or email as specified in the instructions.
13. Once submitted, monitor your email for confirmation about your direct deposit being set up.

Complete your Direct Deposit Form online today to expedite your reimbursement process.