Get Direct Dep Authorization Form.doc - Brandeis

This guide provides clear and supportive instructions for users looking to fill out the Direct Deposit Authorization Form for Brandeis online. By following these steps, you will efficiently complete the form and ensure your direct deposit preferences are accurately submitted.

Follow the steps to successfully complete the Direct Deposit Authorization Form.

1. Press the ‘Get Form’ button to access the Direct Deposit Authorization Form and open it for editing.
2. Begin filling out the Employee Information section. Enter your name as follows: Last Name, First Name, and Middle Initial. Make sure to input your Employer name and either your Social Security Number or Employee ID number. If you need assistance determining which number to use, please contact your HR or Benefits department.
3. Provide your Home Address, including Street, City, State, and Zip Code. This information is essential for processing your authorization.
4. Fill in your Email Address and Home Phone number, as well as your Work Phone number, ensuring that you include area codes.
5. Select the Reimbursement Plan Type by marking one of the options: FSA, Tuition, Commuter, or Other. This helps to categorize your direct deposit.
6. Indicate whether you would like your reimbursement deposited into a Checking or Savings account, by selecting one of the options provided.
7. Provide your Routing/Transit Number and Account Number corresponding to the account type selected. If you prefer, attach a bank letter that includes the required bank information.
8. Sign and date the form in the designated section to authorize the direct deposit request.
9. Once you have completed the form, review your entries for accuracy. After confirming that all information is correct, you can save the changes, download, print, or share the form as needed.
10. Submit your completed form either by faxing it to 617-928-0001 or mailing it to the address provided for Crosby Benefit Systems, Inc.

Complete your Direct Deposit Authorization Form online today and ensure a seamless reimbursement process.