Direct Deposit Transfer Letter at a glance
What it is: The Direct Deposit Transfer Letter is a form to complete and sign for every party (i.e. employer, vendor) initializing a direct deposit to your account.
Who signs: Under SIGN, write the Customer Signature and the Date.
What to bring and attach to Direct Deposit Transfer Letter
Then, give this signed form, along with a voided check from your new HSBC account, to the party making the direct deposit.
A filled-in Direct Deposit Transfer Letter example: an employee splits a direct deposit
How to fill out Direct Deposit Transfer Letter, box by box
Establish Direct Deposit or Change my existing Direct Deposit
Mark Establish Direct Deposit or Change my existing Direct Deposit.
Company Information
Under Company Information, write the Company Name, Address, City, State, Zip and Phone #.
Customer Information
Under Customer Information, write your Name, Employee ID#/Account#, Social Security #, Address, City, State, Zip and Phone #.
Bank Information
Under Bank Information, write the Routing Number for HSBC Bank USA, N.A.
Deposit Information
You can route your direct deposit to more than one account.
For each Account Type, mark HSBC Checking or HSBC Savings.
For each account, write the Account Number and the Amount, and circle $ or %.
SIGN
Write the employer/company on the line after I authorize: it makes deposits directly to your HSBC Bank USA, N.A. account(s) indicated in Deposit Information, and you authorize the Bank to accept such deposits.
Under SIGN, write the Customer Signature and the Date.
Sources
[1] Direct Deposit Transfer Letter, HSBC Personal Banking Switch Kit, HSBC Bank USA, N.A. (the Official source link on this page).