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SF 1199A 2012 free printable template

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Standard Form 1199A EG OMB No. 1510-0007 Rev. August 2012 Prescribed by Treasury Department Treasury Dept. Cir. 1076 DIRECT DEPOSIT SIGN-UP FORM DIRECTIONS The claim number and type of payment are printed on Government To sign up for Direct Deposit the payee is to read the back of this form checks. See the sample check on the back of this form* This and fill in the information requested in Sections 1 and 2. Then take or information is also stated on beneficiary/annuitant award letters and...
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How to fill out SF 1199A

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How to fill out SF 1199A

01
Obtain the SF 1199A form from your financial institution or online.
02
Fill in your name and Social Security Number (SSN) in the designated areas.
03
Provide your address, including city, state, and ZIP code.
04
Enter your bank account information: account number and routing number.
05
Indicate the type of account (checking or savings).
06
Confirm the financial institution's name and address.
07
Sign and date the form.
08
Submit the completed form according to your agency's instructions.

Who needs SF 1199A?

01
Individuals who receive federal benefits, such as Social Security or veterans' benefits, need to fill out SF 1199A to provide direct deposit information.

Instructions and Help about SF 1199A

Hello I'm Staff Sergeant Travis Reed, and today I'm going to go over with you how to fill out the SF 1199 alpha which is simply your direct deposit form you've probably filled out plenty of these four jobs in the past but this time we're filling it out for your retirement pension so in section one block a have several things to fill out the first one is name of payee that is simply your last name first name middle initial directly below that you will have your address it will be your street address if that is where you receive mail, or it will be a P o box that that is where you receive mail it does not have to be the physical address it is the mailing address directly under that you have the city state and zip code below that line you have your telephone number this will be the best point of contact it does not have to be a house number it can be a cell phone remember to include the area code first your next section is section b there you will put name of person or persons entitled to payment this name will be an exact same format as a name of payee which is last name first name middle initial and again this will be the retirees name right under there you have Block C which is claim or payroll ID number this is your social security number without the dashes over to the right back to the top across from a have D type of depositor account this will simply be checking or savings if it's a money market account put it as savings below that you have Block E which is depositor account number this will be the account number whether it be checking savings or money market your routing number this is at the bottom of the page, and we will review that and shortly right after E you have Block F this is type of payment it will always and only be military retiree you do not have to write anything in the blank just put an X here in the block black G is not applicable this block you will leave blank after you have filled up this top half of the form you will go to the left middle section where it says payee joint payee certification you will sign and date only the top line in section 2 you have government agency name this is D F an s which stands for Department of Finance and Accounting services, but you can simply put d f8 s beside it, you have government agency address in this line you will not need a whole address you will simply put London comma KY for Kentucky skip down to section 3 and here on the left side you will need name and address of financial institution for the purpose of this presentation I will use State Employees Credit Union which is SEC you and the address that you see on the screen to your right is where you will put your routing number as stated earlier ensure you have one number in each block of the routing number all routing numbers have nine digits right below the routing number you have depositor account to title this will be the name in first name middle initial last name format so unlike a and B above this will be written out as you...

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People Also Ask about

The Social Security Direct Deposit Form, sometimes referred to as “Form 1199A,” is a method to deliver the information required by the Social Security Administration for beneficiaries wishing to receive their payments as electronic transfers.
What Is Form SF-1199a? Form SF-1199a is a direct deposit sign-up form for anyone who wishes to receive direct deposit payments from a government agency. This includes retirees receiving Social Security benefits, active military service members receiving salaries or veterans receiving pensions.
To effect this change, the payee will complete a new SF 1199A at the newly selected financial institution. It is recommended that the payee maintain accounts at both financial institutions until the transition is complete, i.e. after the new financial institution receives the payee's Direct Deposit payment.
SPECIAL NOTICE TO JOINT ACCOUNT HOLDERS Joint account holders should immediately advise both the Government agency and the financial institution of the death of a beneficiary. Funds deposited after the date of death or ineligibility, except for salary payments, are to be returned to the Government agency.
This is the nine-digit number, also known as the American Bankers Association — or ABA — number, printed on your bank statement or along the bottom left of your checks. Your account number. This comes after the routing number on the bottom of your check. You may also find it on your deposit slip or bank statement.
A direct deposit authorization form authorizes a third party, usually an employer for payroll, to send money to a bank account. Typically, an employer requesting authorization will require a voided check to ensure that the account is valid.
What Is Form SF-1199a? Form SF-1199a is a direct deposit sign-up form for anyone who wishes to receive direct deposit payments from a government agency. This includes retirees receiving Social Security benefits, active military service members receiving salaries or veterans receiving pensions.

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SF 1199A is a form used by the U.S. Department of the Treasury to authorize electronic payments.
Individuals who receive federal benefits, such as Social Security or veterans' benefits, and wish to receive payments electronically.
The form must be completed with accurate information including your personal details, banking information, and signatures. Clear instructions are provided on the form itself.
The purpose of SF 1199A is to facilitate the direct deposit of federal benefit payments into the bank accounts of recipients.
The form requires personal information such as name, address, Social Security number, bank account number, and routing number.
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