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Click ‘Get Form’ to open the Lincoln Financial Direct Deposit Authorization Form in the editor.
Begin by filling out the Employee Information section. Enter your Employer Name, your full Name, Date of Birth, Employee Number, and Contact Information (either Phone or Email).
Next, move to the Bank Information section. Input your Bank Name and the Name on the Account. If you are initiating direct deposit, select whether it is a Checking or Savings account. For Checking accounts, attach a voided check; for Savings accounts, attach a Savings Account Deposit Form.
Enter your Routing Number (ensure it is always nine digits) and Account Number accurately.
In the Authorization section, read through the terms and provide your Signature along with the Date to authorize Trion™ to process your direct deposit.
Finally, fax the completed form to 800-595-4642 or mail it to Trion™, 2300 Renaissance Blvd. King of Prussia, PA 19406. Ensure any necessary bank documents are attached.
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