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Finance

Direct Deposit Form

Securely capture banking info for payroll

New hire’s banking info captured with the same audit trail as every other form — no more handwritten routing numbers that get misread.

Use Cases

New-Hire Payroll Setup

Bank name, routing number, account number — all captured accurately from the source.

Bank-Change Updates

Employee switches banks? Send a fresh link; done in 2 minutes.

Why This Beats Paper / Email

  • E-signature confirms authorization
  • Accurate — no illegible handwritten routing numbers
  • PDF auto-archived for payroll compliance

Where To Deploy

  • Included in Staff Onboarding bundle
  • Standalone for bank-change updates

Want to use this form?

Walk through a live sample — every field, exactly as it'll look — then tell us how to set it up for your business.