Get Direct Deposit Enrollment Authorization - Csm Cost Solutions

Completing the Direct Deposit Enrollment Authorization form is a straightforward process that enables users to authorize the direct deposit of their rebate distribution checks. This guide will assist you through each section of the form, ensuring accurate completion to facilitate a seamless transaction.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your customer name in the designated space; ensure that the name matches the records at your financial institution.
3. In the authorization section, review the text that indicates your consent to CSM Consulting for direct deposit. Carefully read the note regarding reversal of deposits in case of errors.
4. Indicate the ABA/routing number, which can typically be found on your checks or obtained from your financial institution.
5. Select the account type (checking or savings) by marking the appropriate box.
6. Provide your bank's contact name and telephone number for follow-up, if necessary.
7. Sign and date the document at the bottom to validate your authorization. Be sure to review all information for accuracy before submission.
8. Once all fields are completed, save your changes, and consider downloading a copy for your records. You may also print or share the completed form as needed.

Start completing your Direct Deposit Enrollment Authorization form online to ensure a smooth direct deposit experience.