How to use or fill out oneexchange financial institution with our platform
- Click ‘Get Form’ to open the Direct Deposit Authorization Agreement in the editor.
- Begin by entering your Employer Name and Social Security Number in the designated fields.
- Fill in your Account Holder Name, including Last, First, and Middle names.
- Provide details of your Financial Institution, including Branch, City, State, and Zip code.
- Enter your Bank Routing Number and Account Number accurately.
- Select one option regarding your direct deposit: authorize a new deposit, change an existing one, or cancel an existing deposit.
- Choose the Account Type by selecting either Checking or Savings.
- Sign and date the form at the bottom to authorize PayFlex Systems USA, Inc. on behalf of OneExchange.
- Attach a voided check for checking accounts or a savings account slip for savings accounts as required.
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