Direct Deposit Form - Excel-Pay 2026

1. Click ‘Get Form’ to open the Direct Deposit Form - Excel-Pay in the editor.
2. Begin by entering your Employer Name and Employee Name at the top of the form. This identifies who you are and your employer.
3. Input your Social Security Number (SSN) in the designated field to ensure proper identification for direct deposits.
4. For Direct Deposit #1, select whether this deposit will go into a Checking or Savings account by circling the appropriate option. Specify the bank name where your account is held.
5. Indicate the percentage of your net pay that should be deposited into this account, along with the routing number and account number for accuracy.
6. Repeat steps 4 and 5 for Direct Deposit #2 and #3 if you wish to split your deposits across multiple accounts.
7. Sign and date the form at the bottom to authorize ExcelPay to process these deposits on your behalf.
8. Finally, attach a voided check or a copy of a check for each financial institution listed to ensure correct routing numbers are used.

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