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Get Sers Direct Deposit Form
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How to fill out the Sers Direct Deposit Form online
Filling out the Sers Direct Deposit Form online is a straightforward process that ensures your direct deposit information is accurate and up-to-date. This guide will walk you through the essential steps needed to effectively complete the form.
Follow the steps to accurately complete the form
- Click ‘Get Form’ button to access the Sers Direct Deposit Form and open it in your preferred editing application.
- Begin by entering your member or payee information. Fill in your name (last, first, middle), the last four digits of your Social Security Number or your Member ID, your address (street), and your phone numbers (home and cell). Ensure that your city, state, and zip code are also included, along with your email address.
- Proceed to the financial institution information section. Fill in the name of your financial institution, and the account holder's name(s). Select the type of account you wish to update, either checking account or savings account.
- Enter the routing number, ensuring that it remains unchanged as required. Then, input the new account number into the designated field.
- In the signature section, certify that the information you have provided is correct. By signing, you acknowledge your understanding of the legal implications of providing false information, including the potential consequences of fraud.
- Finally, date the form and ensure you save your changes. You can choose to download, print, or share the completed form as necessary.
Complete your Sers Direct Deposit Form online today and ensure your financial information is current!
Online - Log in to myCalPERS. Go to the Retirement tab and select Payment Options....Changes to Your Direct Deposit Bank name and account number (to verify we're deleting the correct bank account) Daytime phone number (in case we need to contact you) Name. Social Security number.
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