INSTRUCTIONS: ALABAMA DIRECT DEPOSIT AUTHORIZATION
Alabama state employees who retire can use the form discussed in this article to authorize payment of retirement benefits through direct deposit. This form is found on the website of the Retirement Systems of Alabama.
Alabama Direct Deposit Authorization Step 1: The first section requires information about the benefits recipient. Indicate with a check mark whether this is the retiree or the beneficiary of a deceased retiree or member.
Alabama Direct Deposit Authorization Step 2: On the first blank line, enter the beneficiary's Social Security number.
Alabama Direct Deposit Authorization Step 3: On the second blank line, enter their name.
Alabama Direct Deposit Authorization Step 4: On the third, fourth and fifth blank lines, enter the beneficiary's complete address.
Alabama Direct Deposit Authorization Step 5: On the sixth blank line, enter the beneficiary's daytime phone number.
Alabama Direct Deposit Authorization Step 6: On the seventh blank line, enter the beneficiary's email address.
Alabama Direct Deposit Authorization Step 7: Indicate with a check mark which system or systems you would like your benefits direct deposited from.
Alabama Direct Deposit Authorization Step 8: The next section is to be completed if a joint financial institution account is concerned. If so, the names and signatures of all joint financial institution account holders should be provided, as well as the date.
Alabama Direct Deposit Authorization Step 9: The benefit recipient should sign and date the bottom of the first page.
Alabama Direct Deposit Authorization Step 10: The reverse side of the page should be completed by a representative of the financial institution. In the first blank line of the first section on this page, the name of the beneficiary should be entered.
Alabama Direct Deposit Authorization Step 11: The financial institution representative should enter the beneficiary's Social Security number in the second blank line, the depositor's account number in the third blank line, the routing number on the fourth line, and the name of the financial institution on the fifth line. Indicate whether this is a checking or savings account with a check mark.
Alabama Direct Deposit Authorization Step 12: The financial institution representative should enter their business mailing address and the name or names of all persons on this account. The representative should print and sign their name at the bottom of this page, as well as providing the date and their telephone number.