Get Erfc Direct

The Erfc Direct form allows users to authorize direct deposits of their retirement funds to a financial institution. This guide provides clear, step-by-step instructions for filling out the form accurately to ensure a smooth processing of your requests.

Follow the steps to complete your Erfc Direct form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Indicate your status by selecting one of the following options: Retiree, Beneficiary, or Legal Guardian. If you are a Legal Guardian, ensure to include a certified copy of your power of attorney or guardianship documents.
3. Select your request type by choosing either ‘Direct Deposit (New/First Time)’ or ‘Direct Deposit (Change of Financial Institution)’. This step is essential to clarify what you wish to accomplish with the form.
4. Fill in your personal information, including Last Name, First Name, Middle Initial, Street Address, Apartment Number (if applicable), City, State, Zip Code, Social Security Number, Email Address, and Phone Number. Make sure all details are accurate to avoid any processing delays.
5. Authorize the direct deposit by checking either ‘Checking Account’ or ‘Savings Account’ and providing the name of your financial institution. Ensure this aligns with the account you wish to use for direct deposits.
6. Provide the contact information of your financial institution, including its address, Transit/ABA number, Branch, State, and Zip Code. Verify the Transit/ABA number with your bank to ensure accuracy.
7. Enter your account number, which can be obtained from your financial institution. Confirm this number to prevent any issues with your deposits.
8. Sign and date the form to validate your authorization. This step is mandatory for the processing of your direct deposit request.
9. Attach a voided check that clearly shows your name preprinted on it. Handwritten or typed names will not be accepted. This check is necessary for the verification process.
10. Once you have completed the form, save any changes. You can download and print the form if necessary, or consider sharing it directly with the appropriate ERFC department online.

Take the next step and complete your Erfc Direct form online today!