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  1. Click ‘Get Form’ to open the Direct Deposit Authorization form in the editor.
  2. In Section 1, provide your personal information including your name, Social Security Number or CalPERS ID, address, and daytime phone number. Ensure all details are accurate for processing.
  3. Move to Section 2 to specify your account type (checking, savings, etc.). Enter your routing number and account number. If you lack pre-printed checks, have your financial institution complete this section.
  4. If applicable, fill out Section 3 with the joint account holder's information. Include their Social Security Number or CalPERS ID and ensure the financial institution representative signs and dates the form.
  5. Attach a voided check using tape (do not staple) as instructed. Review all sections for completeness before submission.

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