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Direct Deposit Enrollment Form Template

HR and Payroll Onboarding Resource

Enroll employees in payroll deposit with a direct deposit enrollment form for HR and payroll teams. Collect employee identity, bank name, routing and account numbers, account type, deposit allocation, and a signed authorization so pay can be sent electronically. Distinct from the existing Finance direct-deposit authorization form: this page is the HR onboarding enrollment packet. Protect bank data like other payroll records. Not legal advice; follow your bank, NACHA, and state payday rules.

Direct Deposit Enrollment Form Template form template preview

Key Benefits

Collect bank routing and account details once
Record checking vs savings and split deposits
Get a signed employee authorization on file
Attach a voided check or bank letter when used
Keep the form with new-hire payroll setup
Reduce paper-check exceptions on first payday

Common Use Cases

New-hire payroll setup in HRISEmployees changing banks mid-employmentSplit deposits between two accountsReplacing paper checks after enrollmentPayroll providers collecting client employee formsSeasonal or rehire reactivation of deposit

Frequently Asked Questions

What bank fields are required?
Typically the employee’s name as it appears at the bank, bank name, ABA routing number, account number, and account type (checking or savings). Many employers also collect a voided check or bank verification letter.
Can employees split a paycheck?
If your payroll system allows it, collect each account’s routing/account numbers and either a dollar amount or a percentage. State which account receives the remainder.
How is this different from the Finance direct deposit form?
This enrollment form is written for HR onboarding packets. The existing direct-deposit authorization form is filed under Finance payment authorizations. Use the page that matches how you organize templates; do not overwrite the other slug.
How should we store the form?
Treat routing and account numbers as sensitive payroll data. Limit access, avoid emailing completed forms, and retain only as long as your payroll record policy requires.

Checklist

Employee

Employee legal name, employee ID, and contact email
Required

Must match payroll records.

Bank

Financial institution name
Required

As printed on the check or bank letter.

Nine-digit ABA routing number
Required

Verify against a voided check when provided.

Account number and checking or savings type
Required

Do not collect a debit-card PIN.

Allocation

Full net pay or split amount/percent across accounts
Required

Name the residual account if splitting.

Support

Voided check or bank verification letter

Common control when numbers are handwritten.

Authorization

Signed employee authorization and date
Required

Authorization to originate ACH credits for wages.

Timing

Requested effective pay date

Subject to payroll cutoff.