Get Direct Deposit Authorization. Form 4108

Filling out the Direct Deposit Authorization, Form 4108 is a straightforward process that allows users to set up, change, or cancel direct deposit instructions. This guide will provide clear, step-by-step instructions to assist you in completing the form correctly online.

Follow the steps to fill out the Direct Deposit Authorization, Form 4108 effectively.

1. Press the ‘Get Form’ button to access the Direct Deposit Authorization, Form 4108 and open it in your preferred editing tool.
2. In Section 1, indicate the type of transaction by checking the appropriate box: 'New Setup', 'Cancellation', or 'Change Financial Information'. Ensure you complete all corresponding sections based on your selection.
3. Proceed to Section 2, labeled 'Payee Identification'. Enter your Social Security Number or Employer’s Identification Number, along with your Texas Identification Number if applicable. Fill out the required information regarding your business or personal details, including the mailing address.
4. In Section 3, answer the question regarding International Payments Verification by selecting 'Yes' or 'No' to indicate if the payments will be sent to a financial institution outside of the United States.
5. Move to Section 4, where you will authorize the setup, changes, or cancellation of your direct deposit. Print your name, date the form, and provide your authorized signature. Note that alterations in this section are not allowed.
6. Complete Section 5 which is necessary for all transactions. Input your current financial institution's name, routing number, account number, and type of account. This section should ideally be completed by a financial institution representative.
7. If you are changing your account information, fill out Section 6 which again requires details of the new financial institution. Ensure to include all necessary information as specified.
8. Lastly, review your completed form and ensure all sections are filled accurately. You can then save your changes, download, print, or share the form as needed.

Complete your Direct Deposit Authorization, Form 4108 easily online and ensure your payments are processed seamlessly.