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Direct Deposit Authorization Form
Direct Deposit Authorization
PARTICIPANT INFORMATION
Full Name
(Required)
First
Middle
Last
Date of Birth
(Required)
MM slash DD slash YYYY
Account Number
Address
(Required)
Street Address
City
State / Province / Region
ZIP / Postal Code
Phone Number
(Required)
Phone Number Type
(Required)
—
Home Phone Number
Cell Phone Number
Third Choice
Email Address
DIRECT DEPOSIT INFORMATION
Direct Deposit Amount
(Required)
Select deposit type:
(Required)
—
Annuity Benefit Payment
Self-directed Benefit Payment
Month To Begin
(Required)
Note: If the 1st falls on a weekend or holiday, the direct deposit will be on the next business day.
Select draft frequency:
(Required)
—
1st of the month
BANK ACCOUNT INFORMATION
Name on Bank Account
(Required)
Routing Number
(Required)
Bank Account Number
(Required)
Please select your account type
(Required)
—
Checking
Savings
VOIDED CHECK
**If you are updating banking information or submitting a direct deposit form, please include a voided check, a copy of check, a picture of a check, or official bank form which includes routing and account number.
Check Upload
Max. file size: 2 MB.
Please upload a voided copy of your check, a picture of a check, or official bank form which includes routing and account number.
*Note: If any contribution (or any portion of a contribution) is made by a good faith mistake of fact, then within one year after the payment of the contribution, and upon receipt in good order of a proper request approved by the Board of Retirement, the amount of the mistaken contribution (adjusted for any loss in value) shall be returned directly to the participant or, to the extent required or permitted by the Board of Retirement, to the participating employer.
DRAFTING AUTHORIZATION AND AGREEMENT
I hereby authorize the Board of Retirement & Insurance to deposit payments electronically into my checking/savings account and to initiate, if necessary, debit entries and adjustments for any credit entries in error to my account. To ensure that my account is properly credited, I have attached either a voided check from my checking account, official bank form including routing and account number, a copy/picture of check, or a deposit slip from my savings account, where my payments will be deposited. I acknowledge that the direct deposit will take place on the first business day of each month. I agree that this authorization will remain in effect until I provide notification terminating this service.
Signature
(Required)
Please enter todays date (mm/dd/yyyy)
(Required)
MM slash DD slash YYYY
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