Get Lincoln Financial Direct Deposit

Completing the Lincoln Financial Direct Deposit Authorization Form is a straightforward process that allows you to set up or modify your direct deposit details. This guide provides step-by-step instructions on how to accurately fill out each section of the form online.

Follow the steps to successfully complete the direct deposit authorization form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the Employee Information section, provide your employer's name, your full name, date of birth, employee number, and your contact information (either a phone number or an email address). This information is essential for your employer to process your direct deposit request.
3. Next, move to the Bank Information section. Here, enter the bank name, the name on the account, and select whether you are initiating direct deposit or changing existing bank account information.
4. If you are setting up direct deposit for a checking account, attach a voided check. For a savings account, attach a Savings Account Deposit Form. Make sure to include the routing number, which must always contain nine digits, and your account number.
5. Indicate if you wish to cancel your direct deposit. If applicable, check the relevant option.
6. In the Authorization section, read through the terms carefully. Ensure to provide your signature and the date to authorize Trion™ to initiate credit entries for your reimbursements.
7. Once everything is filled out, review the form for accuracy. You can then save your changes, download the completed document, print it, or share it as necessary. Finally, fax the completed form to 800-595-4642 or mail it to Trion™, 2300 Renaissance Blvd. King of Prussia, PA 19406.

Complete your Lincoln Financial Direct Deposit authorization form online today to ensure timely reimbursement.