Follow the steps to accurately fill out the EFT form online.

1. Press the ‘Get Form’ button to access the form and open it in your editor.
2. Identify the member information section. Here, indicate whether you are a retiree or payee, or if you are a non-member by checking the appropriate box.
3. Fill in your tax ID number, pension number, and the last four digits of your Social Security number.
4. Complete your first name, middle initial, and last name in the designated fields.
5. Provide your current address, including city, state, and zip code.
6. Enter your phone number and date of birth accurately in the respective fields.
7. If you have a new address, check the box provided.
8. Move to the account information section and select the request type: whether it's a new request or a change, by checking the appropriate box.
9. State the name of your financial institution in the provided space.
10. Input the required ABA/routing number for your account.
11. Choose the type of account you are setting up for direct deposit: checking or savings.
12. Enter your account number where indicated.
13. Remember to attach an unsigned check marked void to the form.
14. In the acknowledgment section, review and confirm that you understand the authorization statement.
15. Sign the form as the retiree in the space provided.
16. Proceed to the notarization section; ensure that the form is notarized as required.
17. Complete the notarization details, including the notary's signature and seal.
18. After thoroughly reviewing the completed form, save your changes, then download, print, or share the EFT form as needed.

Complete your documents online today to ensure your direct deposit or electronic fund transfers are processed smoothly.