ACH Authorization Form for Direct Deposit template
Enroll employees in direct deposit with their bank details, deposit split and signed authorization.
Financial template · 13 fields (10 required) · ~3 min for respondents to complete · Free plan · No credit card · Fully customizable
Set up your ach authorization form for direct deposit
Enroll employees in direct deposit with their bank details, deposit split and signed authorization.
Share it only with employees, restrict response access to payroll, and confirm any change to deposit details with the employee in person or on a number already on file before the next pay run.
The form separates employee id (optional), bank name, account type, routing number into labeled questions. Review the choices and required fields for your organization before sharing it.
Best practices
Share it only with employees, restrict response access to payroll, and confirm any change to deposit details with the employee in person or on a number already on file before the next pay run.
Customize the employee id (optional) and bank name questions to match your records and terminology.
Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
Keep uploads limited to relevant supporting material. Use your approved private process for sensitive records and verify response access before sharing.
Every field, explained
Employee name (Name, required)
Work or personal email (Email, required)
Employee ID (optional) (Short text)
Bank name (Short text, required)
Account type (Single choice, required)
Routing number (Short text, required) — The 9-digit ABA routing number shown on a check or in your bank's account details.
Account number (Short text, required)
How much should be deposited here? (Single choice, required)
Amount or percentage (if not entire pay) (Number)
Voided check (optional) (File upload)
Authorization (Multiple choice, required)
Employee signature (Signature, required)
Date signed (Date, required)
Frequently asked questions
What does this ach authorization form for direct deposit template collect?
Alongside contact details, it asks for employee id (optional), bank name, account type, routing number, account number, how much should be deposited here?, amount or percentage (if not entire pay), voided check (optional), authorization, employee signature, date signed. You can rename questions, change choices and remove fields that your workflow does not need.
How should I use this ach authorization form for direct deposit form?
Share it only with employees, restrict response access to payroll, and confirm any change to deposit details with the employee in person or on a number already on file before the next pay run.
Can I customize the acknowledgment and signature fields?
Yes. Provide your complete reviewed instructions or terms before collecting signatures. The signature field records input; it does not verify identity or guarantee legal effect. You can edit the form and print a copy.