Get Betterment Direct Deposit Form 2020-2025

Setting up your direct deposit with Betterment is a straightforward process. This guide provides step-by-step instructions to help you complete the Betterment Direct Deposit Form online with ease.

Follow the steps to complete the Betterment Direct Deposit Form.

1. Click ‘Get Form’ button to obtain the Betterment Direct Deposit Form and open it in your preferred document editor.
2. In the section labeled 'Please deposit my paycheck to:', enter your full name in the provided field.
3. Fill in the details of your financial institution. Write 'nbkc bank' followed by the address: '10700 Nall Ave, Overland Park, KS 66211'.
4. Locate your routing number and account number from your Betterment account. Enter the routing number and your account number in the designated fields.
5. Select the account type by marking 'Checking' in the appropriate checkbox.
6. In the 'Deposit amount (check one)' section, choose how much of your paycheck you want to deposit. You can choose 'My entire paycheck', a percentage, or a fixed dollar amount.
7. Indicate when you would like this direct deposit to take effect by checking one of the options: 'Immediately' or specifying a date.
8. In the authorization section, write your employer or payer's name who is allowed to initiate deposits to your account.
9. Sign and date the form at the bottom. Ensure that your signature matches the name on the account.
10. Once completed, save your changes. You can download, print, or share the form as required.

Submit your completed Betterment Direct Deposit Form online to get started with direct deposit.