Get Payment Method Additional Direct Deposit Information - Suny ...

This guide provides clear, step-by-step instructions to assist users in completing the Payment Method Additional Direct Deposit Information form for payroll at SUNY. The process is designed to ensure accurate and efficient direct deposit setup.

Follow the steps to successfully fill out the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing your name in the format 'Last, First, MI' in the designated field. Ensure accuracy to avoid any processing issues.
3. Enter your Social Security number in the provided space. This is required for identification purposes.
4. Fill in your home and work telephone numbers in the specified fields to facilitate communication.
5. In the section for the financial institution, include the name and address of your bank or credit union where the account is held.
6. Select the account type you are using (Checking or Savings) and indicate the priority for this deposit on a scale from 1 to 8, with 1 being the highest priority.
7. Attach a pre-printed voided check or an account statement that lists your account holders and the account number. This is crucial for validation.
8. Obtain your bank's routing number and write it in the specified field. This information can usually be acquired through your financial institution.
9. Enter your account number, ensuring that it is verified with your financial institution.
10. Repeat steps 5 to 9 for any additional direct deposit accounts, up to a maximum of eight (8) accounts.
11. In the Depositor (Employee) Certification section, sign and date the form to acknowledge you understand the terms and authorize the direct deposit.
12. If applicable, have any joint account holders sign and date the Joint Account Holder Certification section.
13. If you are canceling a direct deposit, sign under the voluntary cancellation section. If it is involuntary, have your operations manager or delegate sign.
14. After completing the form, review all information for accuracy before saving your changes, downloading, printing, or sharing the filled form.

Complete the Payment Method Additional Direct Deposit Information form online now to ensure your payroll payments are processed swiftly.