Get Direct Deposit & Automatic Payment Change Request

The Direct Deposit & Automatic Payment Change Request is essential for updating your banking information for deposits and payments. This guide will walk you through the steps to accurately complete this form online.

Follow the steps to successfully complete your request.

1. Click ‘Get Form’ button to access the form and open it in your preferred document editor.
2. In the 'Company Name' field, enter the name of your employer or the organization managing your direct deposits or automatic payments.
3. Fill in the 'Company Address' section with the complete address of your employer or organization.
4. Complete the 'Company City, State, & Zip' field with the respective city, state, and ZIP code.
5. Enter your account number in the 'My Account Number' field as assigned by your employer or organization.
6. Select the changes you wish to make by checking 'Direct Deposit' or 'Automatic Payment' to indicate the service you are updating.
7. For 'Current Information', specify whether your old account type is 'Savings' or 'Checking' by selecting the appropriate option.
8. In the 'New Information' section, indicate whether your new account type is 'Savings' or 'Checking'.
9. Input your new account number in the 'Account Number' field under 'New Information'.
10. Provide the 'Routing Number' for your new account. Ensure this number is correct for transactions to process smoothly.
11. Enter the 'Bank Name' associated with your new account in the designated field.
12. In the 'Bank Address' section, complete the address details for your bank.
13. Fill in the 'City, State, & Zip' corresponding to your bank's location.
14. Attach a voided check or deposit ticket to verify your new account information, ensuring it's submitted with the form.
15. Complete the 'Date' section by entering the date you are filling out the form.
16. In the 'Address' field, provide your current residential address.
17. Input your 'City, State, & Zip' location for verification purposes.
18. Sign the form in the designated area; your signature confirms the changes requested.
19. Enter your 'Phone Number' for any potential follow-up or clarification needs.
20. Once all fields are completed, you can save, download, print, or share the form as needed.

Complete your Direct Deposit & Automatic Payment Change Request online today!