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The process requires completing and signing the form, providing a voided check, savings slip, or account confirmation letter, and ensuring all required signatures are notarized. The form covers checking vs. savings selection, routing and account details, monthly Advice of Direct Deposit notices with an opt-out choice, and agreements for primary and joint account holders.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":35,"@type":76,"position":81},"https://docshare.wps.com/document/healthcare/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/direct-deposit-authorization-form-instructions-participant-information-depository-information/347265/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/direct-deposit-authorization-form-instructions-participant-information-depository-information/347265.png","ImageObject",300,407,{"name":92,"@type":93},"Terk","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-09-25","2026-09-22",true,{"@type":102,"interactionType":103,"userInteractionCount":14},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What is required to set up electronic direct deposit for AFTRA Retirement Fund benefits?","Question",{"text":112,"@type":113},"Complete, sign, and date the form, and submit a voided check, savings slip, or account confirmation letter from your financial institution. Direct deposit is limited to an account in your name and requires the specified domestic bank conditions.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"Why must the signatures on the form be notarized?",{"text":117,"@type":113},"All signatures must be notarized by a Notary Public for the Fund to process the Direct Deposit Authorization Form. If a joint tenant holds the account, the joint tenant section on page 2 must also be notarized.",{"name":119,"@type":110,"acceptedAnswer":120},"How does the opt-out option for the Advice of Direct Deposit notice work?",{"text":121,"@type":113},"JP Morgan Chase issues a monthly Advice of Direct Deposit notice to the participant’s address of record. Selecting the Opt-Out box indicates you do not want to receive that monthly notice.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},347265,1790314948,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":34,"category_name":35,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":14,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":14,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":143,"read_time":24},1099525198933,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","DIRECT DEPOSIT AUTHORIZATION FORM  \nINSTRUCTIONS  \nThe AFTRA Retirement Fund offers automatic electronic deposits. Before your benefits can be electronically deposited, you must complete this form and submit a voided check, savings slip or account confirmation letter from your financial Institution. Your direct deposit can only be set up to an account in your name. Please note that this option is only available to residents of the United States or pensioners with a domestic bank account set up in the United States. It is important to note that the AFTRA Retirement Fund does not offer electronic fund transfers into foreign accounts.  \nAll signatures on this form must be notarized by a Notary public in order for the Fund to process this Direct Deposit Authorization Form. If this account is held with a Joint Tenant, the Joint Tenant Section of this form must be completed on page 2 and must include the Joint Tenant’s signature notarized by a Notary Public.  \nTo begin the process of electing the direct deposit option, you must complete, sign, date and mail the Form to:  \nAFTRA Retirement Fund  \nAttention: Retirement Services Department  \n1411 Broadway, Suite 1850  \nNew York, NY 10018  \nPARTICIPANT INFORMATION  \nLegal Name  \nLast Name:   First Name:   Middle Name:    \nSocial Security No.:    \nDEPOSITORY INFORMATION  \nThis agreement allows your monthly pension benefit payment to be deposited directly into a bank or financial institution of your choice (excluding brokerage accounts) . This option ensures that your benefits will be available, automatically, on the first business day of each month. It also offers you security against lost or stolen checks and delays in mail delivery. You must read and complete the required fields below in order for the Fund to review and process this Direct Deposit Authorization Form.  \nThis section must be completed fully and accurately. Check the box that applies. You must provide all required documentation for your Direct Deposit Authorization form to be processed by the Fund.  \n􀂅 Checking (submit voided check, deposit slip or bank confirmation)  \n􀂅 Savings (submit voided savings slip or bank confirmation)  \nName of Financial Institution:    \nRouting No.:   Account No.:   \nADVICE OF DIRECT DEPOSIT  \nJP Morgan Chase issues a monthly Advice of Direct Deposit notice to your address of record. If you do not wish to receive the monthly issued Advice of Direct Deposit notice, please select the Opt-Out box below.  \n􀂅 Opt-Out – I understand that by selecting Opt-Out on this Direct Deposit Authorization form, I have elected not to receive the Advice of Direct Deposit notice, each month.  \n(Participant’s Initials) 1  \nPRIMARY ACCOUNT HOLDER/PARTICIPANT AGREEMENT  \nComplete this section if you are the Primary Account Holder. The Primary Account Holder’s signature must be notarized.  \nI hereby authorize the AFTRA Retirement Fund to initiate entries to the account checked above, until further notice in writing from me.  \nIf J. P. Morgan, on behalf of the AFTRA Retirement Fund,should make a payment by ACH electronic funds transfer, subsequent to my death, I hereby agree, on behalf of my executors and administrators, that my estate will refund any such overpayment to the Fund. I hereby authorize and direct the Depository listed above, promptly upon demand of the Fund, to return such payment to the Fund.  \nI,   , as the primary account holder in the above referenced account, understand that by signing this Direct Deposit Authorization Form, the terms of this authorization agreement will remain in effect with the Fund until the Fund receives an updated Direct Deposit Authorization Form.  \nPrint Name:   Participant’s Signature:   Date (MM/DD/YYYY):   STATE OF   COUNTY OF   On this day of   , 20  , the individual named above, to me personally known (or proved to me on the basis of satisfactory evidence) to  \nbe the individual described herein, personally appeared before me and executed the foregoing statement or acknow","cbCaim1l4tjXZcp3","https://ap.wps.com/l/cbCaim1l4tjXZcp3","pdf",2763518,"English","# Instructions\n## Participant Information\n## Depository Information\n## Advice of Direct Deposit\n## Primary Account Holder/Participant Agreement\n## Joint Account Holder Agreement","[{\"question\":\"What is required to set up electronic direct deposit for AFTRA Retirement Fund benefits?\",\"answer\":\"Complete, sign, and date the form, and submit a voided check, savings slip, or account confirmation letter from your financial institution. Direct deposit is limited to an account in your name and requires the specified domestic bank conditions.\"},{\"question\":\"Why must the signatures on the form be notarized?\",\"answer\":\"All signatures must be notarized by a Notary Public for the Fund to process the Direct Deposit Authorization Form. If a joint tenant holds the account, the joint tenant section on page 2 must also be notarized.\"},{\"question\":\"How does the opt-out option for the Advice of Direct Deposit notice work?\",\"answer\":\"JP Morgan Chase issues a monthly Advice of Direct Deposit notice to the participant’s address of record. Selecting the Opt-Out box indicates you do not want to receive that monthly notice.\"}]","Direct Deposit Authorization Form - Instructions - Participant Information - Depository Information | PDF",1790066111]