Get Paylocity Bank Account Change/addition Form 2014-2025

Completing the Paylocity Bank Account Change/Addition Form is essential for updating your bank account information. This guide provides clear, step-by-step instructions to help you navigate the form online with ease.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and access it in your preferred online editor.
2. Begin by entering your company code, company name, and company contact details, including a phone number for any inquiries.
3. Indicate which services will be funded by the new account by checking all applicable options, such as payroll checks or direct deposits.
4. Provide both the old account number and routing number you are replacing, followed by the new account number and routing number.
5. Attach one of the required items: either a voided check or a MICR specification sheet, as Paylocity will not accept the form without these.
6. Decide whether you want to continue with your current check number sequence. If no, provide the new starting check number.
7. Fill out the effective check date and ensure the expected submit date is at least two days prior to the check date.
8. If you need new manual check stock, indicate the starting number and how many checks you require.
9. Answer whether the new bank account has an ACH debit filter or fraud protection, and follow up with your Client Service Representative if necessary.
10. Communicate with your bank if you wish to have Paylocity transmit a Positive Pay file automatically, and provide the necessary documentation to your Client Service Representative.
11. Finally, review all entries for accuracy before submitting the completed form by email to service@paylocity.com or by fax to 847-956-1926.

Take the next step in managing your bank account details by completing the Paylocity Bank Account Change/Addition Form online now.