Direct Deposit Form Template

This employee direct deposit authorization form is a ready-to-use PDF that helps HR teams securely collect banking details for payroll deposits. Designed with clarity in mind, the form includes all the essential fields required to authorize electronic wage deposits — making it easy for employees to complete, sign, and return with minimal back-and-forth. It’s ideal for onboarding new hires or updating banking details during employment changes.

The form is divided into three sections: company and employee information, bank account details, and legal authorization. Employees can list up to three bank accounts and specify whether each deposit should be full or partial. Each account entry includes space for the bank name, routing number, account number, account type, and deposit preference. A signature section ensures consent is properly recorded, and HR teams are reminded to retain a copy for compliance purposes.

‍Key features include:

• Employee authorization: Captures signature and consent to deposit wages and correct errors
• Flexible deposit setup: Supports up to three accounts with full or partial allocation options
• Simple, structured layout: Breaks down key sections clearly for employees and HR alike
• HR compliance reminder: Notes legal obligations for document retention
• Digital-friendly design: Easy to print, scan, or store as a PDF—or integrate into onboarding platforms
• Google Sheets–compatible version available: Ideal for teams seeking editable formats

Whether you're collecting direct deposit info for the first time or managing banking changes, this form helps keep payroll setup fast, accurate, and well-documented. Teams using Lattice HRIS can streamline the same process digitally and eliminate the need for manual form management.

‍⚠️ Please Note: This template is intended as an organizational resource and should not be used as a substitute for professional payroll software, official payroll processing services, or expert financial and legal guidance.