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Get the free FSA Direct Deposit Authorization Form - Union Bank & Trust

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HEALTH BENEFIT SOLUTIONS FSA Direct Deposit Authorization Form You may authorize direct deposits online in our Health Benefit Solutions Portal. In the Accounts menu, choose Reimbursement Preference.
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How to fill out fsa direct deposit authorization

01
Obtain a copy of the FSA Direct Deposit Authorization form from your employer or the relevant financial institution.
02
Fill out your personal information, including your full name, address, and contact details.
03
Provide your bank account information, such as the bank name, routing number, and account number.
04
Indicate the type of account (checking or savings) you would like to deposit your FSA funds into.
05
Sign and date the authorization form.
06
Submit the completed form to your employer or the designated financial institution.
07
Keep a copy of the form for your records.

Who needs fsa direct deposit authorization?

01
Anyone who has a flexible spending account (FSA) and wishes to have their funds directly deposited into their bank account should complete an FSA Direct Deposit Authorization form. This includes employees who have FSA benefits through their employers or individuals who have self-employed FSAs.
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FSA direct deposit authorization is a form that allows participants in a flexible spending account (FSA) to receive reimbursements directly into their bank account.
All participants in a flexible spending account (FSA) are required to file fsa direct deposit authorization if they wish to receive reimbursements directly into their bank account.
To fill out fsa direct deposit authorization, participants need to provide their bank account information, including account number and routing number, and submit the form to the FSA administrator.
The purpose of fsa direct deposit authorization is to streamline the reimbursement process for participants in a flexible spending account (FSA) by allowing them to receive funds directly into their bank account.
Participants must report their bank account information, including account number and routing number, on fsa direct deposit authorization.
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