The TMRS Direct Deposit Authorization form is a document used by the Texas Municipal Retirement System to authorize the direct deposit of retirement benefits into a retiree’s bank account. This form collects personal data from the payee, including name, social security number, contact information, and details about the financial institution where the deposit will be made, such as the bank name, phone number, and the payee’s account information.
Retirees must attach a voided check to ensure the accuracy of the banking data and sign the form to authorize TMRS to make electronic deposits into their accounts. This form facilitates the efficient and secure transfer of retirement benefits directly into the payee’s account, ensuring timely and reliable access to funds.
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This short form is easy to fill out. The filler is the recipient of the money, meaning the account holder. They must enter the data on the line of the document, then certify the paper with a signature and give it to the employer. We have highlighted the main steps of this process.
Enter your Personal Data
In the first part of the document, enter your name, address, city, and email. On the right, type the social security number, date of birth, and contact phone number through which the clerk will contact you. Finally, specify your TMRS ID.
Identify the Bank
Next, specify the name and phone number of the financial institution that serves you, that is, where your account is located.
Attach the Voided Check
Provide a voided check. It is a check that has been canceled and is used to provide bank information without danger to the customer’s account (since the check is voided). The check must have “voided” written across it so that no one can use it.
Enter the Account Number
Rewrite the required numbers from the canceled check and enter the name on the financial account. Check the box below on the left.
Certify the Form
Check all the data that you specified above on the lines of the form, especially the numbers. If you make a mistake, you will have to submit it again and wait longer. Put your signature and the date of filing the document out.
If you fill out the form online, you will put an electronic signature that does not differ from a manual one and is equally welcome in the TMRS. Having completed the paper, you send it by email to the service. Please note that only the account holder has the right to fill out and certify the form; otherwise, it will not be considered.
