Get Bank Information Form Template

A bank statement is an official document that summarizes your account activity over a certain period of time—typically one month. You'll find records of all transactions—both incoming and outgoing—so you know exactly what was going on with your funds during that period.

You typically need to provide the following personal and bank details: Bank's mailing address. Find this on your bank statement or your financial institution's website. ... Bank's routing number. ... Your account number. ... Type of account. ... Other.

Each employee needs to provide the following information: bank name, account type, account number and routing number. Some states also require employees to sign a consent form before their employer can switch them to direct deposit.

Most banks offer a link on their website that says “Set up Direct Deposit” where you are able to create a customized direct deposit form. By clicking on the pre-filled form, you will add the needed information electronically and save it to start the deposit process.

Getting a copy of your bank statement is easy. Your online banking page will list out all of your statements. From there, you can download a PDF or order a paper version by mail. You can also call your bank's customer service line for help.

Your employer (or other payer) will ask you to complete a direct deposit form that will ask for several personal details, including your name, address, Social Security number and signature for authorization of the direct deposit.