Get Direct Deposit Authorization Payee's Signature Date

Filling out the Direct Deposit Authorization Payee’s Signature Date form correctly is essential for ensuring your payments are deposited directly into your chosen bank account. This guide provides clear, step-by-step instructions to help users complete the form online confidently.

Follow the steps to complete your Direct Deposit Authorization form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by selecting the appropriate payment type from the upper right corner of the form. Options include annuity, refund, TERI payment, and death payment. Ensure you check the correct box to align with your situation.
3. Enter your personal information in the designated fields, including your last name, first name, phone number, mailing address, state, city, and zip code. If you have a new address, check the corresponding box.
4. Select the appropriate retirement system by checking the relevant box that applies to you—this may include options like the South Carolina Retirement System, Police Officers Retirement System, or Beneficiary of a deceased member.
5. For primary account information, provide the name of your financial institution, your member SSN, the transit/routing number, and account number for your checking or savings account. If you want your entire amount deposited into one account, make sure to select the 'ALL' box.
6. If you wish to deposit a percentage or dollar amount into a primary account and have a secondary account, enter the relevant information in the secondary account section, ensuring that you tape a voided check to the form.
7. After filling in the account information, complete the Payee's signature and date fields at the bottom of the form. Make sure this section is signed in blue or black ink. If unable to sign, you can mark the form with an 'X' and have two witnesses present or use Power of Attorney if applicable.
8. Finally, review your form for accuracy, save your changes, and proceed to download, print, or share your completed form as needed. Ensure that you return the completed form to the SC Public Employee Benefit Authority as instructed.

Complete your Direct Deposit Authorization form online today for seamless payment processing.