Get Electronic Funds Transfer Direct Deposit Enrollment Application Rs ...

The Electronic Funds Transfer Direct Deposit Enrollment Application RS 6370L-3 allows individuals to securely receive their retirement benefits through direct deposit. This guide provides clear, step-by-step instructions to assist you in completing the application online.

Follow the steps to complete your enrollment application online.

1. Press the ‘Get Form’ button to obtain the form and access it in your preferred document editor.
2. In Section 1, review and correct your personal information. Fill in your name, Social Security number, retirement number, address, home telephone number, and registration number as applicable.
3. Move to Section 2. Indicate your request for future benefits to be transferred to your financial institution via direct deposit. Specify the name of your financial institution and select your account type as either checking or savings.
4. If you are choosing a checking account, attach a voided check to Section 3, or have your financial institution complete Section 3. Ensure that your account checks have your name imprinted on them; otherwise, Section 3 must be filled out by the financial institution.
5. For a savings account, ensure that Section 3 is completed by your financial institution, as it is necessary to validate your account.
6. Sign the application in the designated signature area. If there is a joint account holder, their signature is also required.
7. Once all sections are completed, review your application for accuracy. Save changes and prepare the document for submission.
8. You can then submit the completed application by returning it to the New York State and Local Retirement System at the provided address, or consider saving or printing for your records.

Start filling out your Electronic Funds Transfer Direct Deposit Enrollment Application online today.