Please enter your bank account and routing numbers.
A copy of a general form, an email or a spreadsheet creates new places where bank numbers are stored. The payroll provider's secure process is the place to enter them.
Finance & AccountingForms
Direct deposit form: record the setup, keep the bank numbers out
A direct deposit form records an employee's request to have net pay sent to a bank account, along with the status of that setup. Bank account and routing numbers belong in the payroll provider's secure process, not in an intake form, email or spreadsheet. Ask payroll for its cutoff dates, because a response submitted here does not move a pay run on its own.
What people search
Direct deposit form: 18,100 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Interest in direct deposit form is lowest in December and stays high from March through August, peaking in late May 2026.Google Trends · 2026-10-09 · United States
Questions to leave out
What this form must not collect
What is your Social Security number?
Tax identifiers belong in the payroll tax process. An intake form that also collects them doubles the places you must protect.
Please attach a voided check or a bank letter.
Documents do not go in this response. If payroll needs one, it asks for it through the secure process it already runs.
What is your current salary or pay rate?
Direct deposit does not need the rate. Keep compensation details in the payroll record, not in an intake form.
Field blueprint
Status fields payroll can act on
| Field | Type | Required | Why you ask it |
|---|---|---|---|
Your details | Section header | Groups the identity fields so payroll can match the response to the right record quickly. | |
Full name | Short text | Required | Must match the name in the payroll system. |
Employee ID | Short text | Required | A quick way for payroll to match the response. Your HR contact can give it to you. |
Work email | Required | Where payroll confirms that the setup is complete. | |
Payroll setup status | Section header | Separates the status questions from the identity fields above. | |
Bank details entered in the payroll provider's secure process?Yes, entered in the secure processNot yetI need help with the process | Single choice | Required | Shows whether the account numbers are where they should be. They are never typed into this form. |
How pay should be splitAll net pay to one accountSplit between two accountsNot sure, I need help | Single choice | Required | Tells payroll whether to expect one account or two. Amounts and percentages are entered in the payroll system. |
First pay date you expect by direct deposit | Date | Optional | A request, not a guarantee. Payroll sets the cutoff and decides which pay run the setup joins. |
Notes for payrollDo not include account numbers, routing numbers or Social Security numbers. | Long text | Optional | Gives context, such as a leave date or a pending change, without holding any sensitive number. |
No account numbers in this formI did not type account or routing numbers in this formI need to correct this | Single choice | Required | Confirms that no bank or tax number was typed here. If the answer is no, payroll handles it through your data process. |
Words for the respondent
Words that appear on the form
Introduction
Do not type a bank account number, routing number or Social Security number in this form. Enter bank details in your payroll provider's secure process.
Confirmation
Thanks. Payroll will check your setup in its own secure system and confirm when it is complete.
Bank details entered in the payroll provider's secure process?
Answer yes only after the details are saved in the payroll system, not when you have started the process.
First pay date you expect by direct deposit
This is a request. Payroll decides the cutoff and the first deposit date.
Try it
Try the form
A filled example
Example: a completed status form
Example only, not a real submission
- Full name
- Sam Rivera (example)
- Employee ID
- E-1042 (example)
- Work email
- [email protected] (example)
- Bank details entered in the secure process?
- Yes, entered in the secure process
- How pay should be split
- All net pay to one account
- Notes for payroll
- I changed banks last week. Please confirm the change is complete before the next pay run. (example)
- No account numbers in this form
- I did not type account or routing numbers in this form
After a response arrives
How payroll uses this response
Responses wait for the hourly run
A response is stored, then handled in the hourly production run, and only the form's creator is notified. Payroll should not treat this form as a channel for same-day changes.
Check the record in payroll's own system
Match the employee's details to the payroll record, then check the status of the secure setup in the provider's own view before the cutoff.
Verify any change before acting on it
If an employee says their bank has changed, confirm through a contact you already have before the setup is changed. A form entry alone is not verification.
Keep the export free of sensitive numbers
Export the responses as a CSV for your HR records. The export should contain status only, because no sensitive number was supposed to be typed into the form.
Frequently asked questions
What is a direct deposit form?
It is the form an employee uses to ask that net pay reach a bank account. The bank details belong in the payroll provider's secure process, while the form records the request, the checks and the status. If your organization uses a different system, keep the same rule about sensitive numbers.
Can I email my bank account number to payroll instead?
Avoid it. Email gets copied, forwarded and stored in many places. Ask payroll for its secure entry method, and if you must confirm details by phone, use a number the company already has on file.
Is a direct deposit setup form different from a direct deposit form?
Usually the two serve the same purpose. Use the name your employees search for, and make clear whether the form starts enrollment or only records that enrollment is complete.
How long does a direct deposit change take?
It depends on your payroll provider's cutoff and processing schedule. Ask payroll for the date a change must be in before a pay run. Do not rely on this form for an urgent change, because responses are processed on an hourly schedule.
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