Standard form 1199a 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. In Section 1, enter your name as the payee, along with your address, city, state, and ZIP code. Ensure that this information matches what is on your government checks.
  3. Provide the claim or payroll ID number found on your checks. Select the type of depositor account (checking or savings) and fill in your depositor account number.
  4. Indicate the type of payment you are receiving by checking one box from the options provided, such as Social Security or VA Compensation.
  5. Complete Section 2 by entering the name and address of the government agency responsible for your payments.
  6. In Section 3, have a representative from your financial institution fill in their details, including routing number and account title. They must also sign to certify the information.
  7. Review all sections for accuracy before saving and sending the completed form to your financial institution for processing.

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What Is Form SF-1199a? Form SF-1199a is a direct deposit sign-up form for anyone who wishes to receive direct deposit payments from a government agency. This includes retirees receiving Social Security benefits, active military service members receiving salaries or veterans receiving pensions.
SPECIAL NOTICE TO JOINT ACCOUNT HOLDERS Joint account holders should immediately advise both the Government agency and the financial institution of the death of a beneficiary. Funds deposited after the date of death or ineligibility, except for salary payments, are to be returned to the Government agency.
The Social Security Direct Deposit Form, sometimes referred to as Form 1199A, is a method to deliver the information required by the Social Security Administration for beneficiaries wishing to receive their payments as electronic transfers.

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What Is Form SF-1199a? Form SF-1199a is a direct deposit sign-up form for anyone who wishes to receive direct deposit payments from a government agency. This includes retirees receiving Social Security benefits, active military service members receiving salaries or veterans receiving pensions.
All data elements on the 1199A must be completed unless a blank is indicated. This form cannot be faxed. Send to: Division of Payment Management Regular Mail Only - PO Box 6021, Rockville, MD 20852. Express Mail Only - 11400 Rockville Pike, Suite 700, Rockville, MD 20852.
To effect this change, the payee will complete a new SF 1199A at the newly selected financial institution. It is recommended that the payee maintain accounts at both financial institutions until the transition is complete, i.e. after the new financial institution receives the payees Direct Deposit payment.
This form can be obtained from your financial institution. You can mail an SF 1199A form to OPM, Retirement Operations, PO Box 440, Boyers PA 16017-0440. You can call us at 1-888-767-6738. Please be sure to have your bank routing number and account number handy.
SPECIAL NOTICE TO JOINT ACCOUNT HOLDERS Joint account holders should immediately advise both the Government agency and the financial institution of the death of a beneficiary. Funds deposited after the date of death or ineligibility, except for salary payments, are to be returned to the Government agency.

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