Get Excelpay Direct Deposit Authorization Form

The ExcelPay Direct Deposit Authorization Form is essential for setting up direct deposits into your bank accounts. This guide will provide you with a clear understanding of each component of the form, along with step-by-step instructions to complete it online.

Follow the steps to complete your form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your employer's name in the designated field. This helps ensure that the form is processed correctly by your employer’s payroll department.
3. Next, provide your name as the employee. Ensure that you enter your full legal name as it appears on your official documents.
4. Input your Social Security Number (SSN) in the appropriate field. This information is critical for identifying you within the payroll system.
5. For the first direct deposit, select whether the account is a checking or savings account by circling the appropriate option. Enter the bank's name and specify the percentage or dollar amount of your net pay that you wish to deposit into this account.
6. Provide the routing number for your financial institution. This number is necessary for the electronic transfer of funds.
7. Input your account number for the first direct deposit. Ensure this number is accurate to avoid any issues with your deposits.
8. Repeat steps 5 to 7 for any additional direct deposit accounts, specified as Direct Deposit #2 and Direct Deposit #3.
9. Review the authorization statement included on the form. This statement confirms your agreement to allow ExcelPay to deposit funds directly into your accounts and outlines the process for correcting any overpayments.
10. Sign the form in the designated area to provide your authorization. Ensure that your signature matches the name on the form.
11. Date the form appropriately to indicate when the authorization is made.
12. To ensure accuracy, attach a voided check or a copy of a check for each financial institution listed. This attachment is important as it provides the bank’s ACH routing number.
13. Once you have completed the form and attached the necessary documentation, save your changes. You can then download, print, or share the completed form as needed.

Begin filling out your ExcelPay Direct Deposit Authorization Form online today to streamline your payroll experience.