New york life direct deposit form 2026

1. Click ‘Get Form’ to open the New York Life Direct Deposit Form in the editor.
2. Begin by filling in your name in the authorization section, confirming that you authorize New York Life Insurance Company to deposit payments into your specified financial organization.
3. Provide your policy information. You must include at least one of the following: Policy Number, Year Purchased, and whether payments have started. If applicable, indicate your last payment amount.
4. Complete the 'About the Annuitant/Payee' section with your last name, first name, Social Security number (last four digits), middle initial, date of birth, address, email address, and phone numbers.
5. In the 'Financial Organization Information' section, enter your bank's name and phone number. Fill in the ABA/Routing number and account number. Specify if it’s a checking or savings account and attach a voided check if necessary.
6. Finally, sign and date the form in the required signature section to confirm that all information is accurate. If applicable, include a joint payee's signature.

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