Form Completion Instructions

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Introduction

A new fillable form has been designed to make it easier for you to enrol in direct deposit. The following is a step by step guide to assist you in the proper completion of this form.

Completion Instructions

The enrolment form is divided into four parts. They are:

  • Part A - Identification Information,
  • Part B - Program identification,
  • Part C - Identification of the Financial Institution,
  • Part D - Consent.

Note: Please print clearly and use capital letters in all sections.

Part A - Identification Information

This section allows you to identify your name, address, telephone number and date of birth.

This image is a screen capture of Part A of the enrolment form

Step 1 and 2

Enter: Your Surname, Given Name and initials in the boxes provided, one letter per box.

Step 3

Enter: Your address information including the name of the city, province and postal code.

Step 4

Enter: Your area code and telephone number, in the event that you need to be contacted to seek clarification on the information provided.

Step 5

Enter: Your date of birth in the format identified.

You have now completed Part A - Identification Information.

Part B - Program Identification

This section allows you to specify the payment(s) you want directly deposited into your Canadian account. Please select all the payments you currently receive by cheque and the department responsible for these payments will ensure your enrolment is processed.

This image is a screen capture of Part B of the enrolment form

Step 6

Enter: A check mark (checked box) beside the appropriate program(s).

Enter: Your social insurance number, file number or a contract number recognized by the issuing department.

Step 7

You can attach a blank cheque for your bank account with "VOID" written on it, or provide your account information by completing Part C.

Note: If your name is not included on the "VOID" cheque, please make sure to indicate the names of all the account holders in Part C.

You have now completed Part B - Program Identification.

Part C - Identification of the Financial Institution

If you did not attach a "VOID" cheque, this section provides specific fields for you to capture your direct deposit account information which includes the branch number, institution number, account number and the name(s) of account holder(s) to which the electronic payment is to be directed.

This image is a screen capture of Part C of the enrolment form

Step 8

Enter: The branch number and the institution number. One number per box please.

Step 9

Enter: Your bank account number one number/character per box.

Example for Step 8 and 9

This image is a screen capture of an Example for Step 8 and 9

Step 10

Enter: The name of the account holder(s). If you have a joint bank account, please indicate the name of all account holders on the lines provided.

Step 11

Your financial institution must stamp the form in the box "Financial institution Stamp Here".

Part D - Consent

Once completed, you must sign the bottom of the enrolment form. By signing you are confirming that you have read and agreed with the consent statement on the form.

Note: In order to complete and sign this form for someone else, you must be legally authorized to sign on behalf of that person.

Enter: Select your preferred language

The first direct deposit may take approximately three months after receipt of your completed enrolment form.