Get Credit Union Enrollment Form - Accounting - University Of California ...

Filling out the Credit Union Enrollment Form is a crucial step for employees at the University of California to manage their payroll deductions efficiently. This guide provides clear and detailed instructions to help users navigate the form with ease.

Follow the steps to successfully complete your enrollment form.

1. Click ‘Get Form’ button to access the form and open it in your preferred document editor.
2. Begin by entering your last name, followed by your first name and middle initial in the designated fields.
3. Fill in your home department and extension numbers to ensure accurate processing.
4. Input your employee ID number, which is essential for identifying your payroll account.
5. In the 'Name of Credit Union' field, specify the credit union where you want your deductions directed.
6. Indicate your account number associated with the credit union for precise transactions.
7. Choose between ‘Savings’ and ‘Checking’ to clarify the type of account for the deductions.
8. Specify the effective paycheck date when these deductions should begin, ensuring it aligns with payroll timelines.
9. If you are adding or changing a deduction, enter the dollar amount you wish to deduct per month.
10. If you are canceling a deduction, provide the amount for the deduction you wish to stop.
11. Review the authorization statement to confirm your understanding of the terms and conditions regarding the deductions.
12. Sign and date the form to authorize the University of California to proceed with your payroll deduction request.
13. Once all information is complete, save any changes, download the form, print it, or share it as necessary for submission.

Complete the Credit Union Enrollment Form online for efficient payroll management today.