Australian Direct Deposit Enrollment Form Completion Instructions
Introduction
A direct deposit form has been designed to support the capture of key information from pensioner's wishing to enroll on direct deposit in Australia. The following a step by step procedure developed to guide the pensioner in the proper completion of the form.
Completion Instructions
The Australian enrollment form is divided into three sections. They are:
- Part A - Pensioner Identification Information;
- Part B - Pension Program Identification; and
- Part C - Identification of the Financial Institution.
Part A - Pensioner Identification Information:
Part A provides space for you to identify your name, address and telephone number. The following is a step by step procedure.
Step 1 and 2:
Enter your surname and given name and initial(s) in the boxes provided. One
letter per box. Please use capital letters.
Step 3:
Enter your address information including the name of the city and country.
Step 4:
Confirm if the address is new by entering ( )
in yes or no.
Step 5:
Enter: Your telephone number in the event that we may need to contact you to seek clarification on the information provided.
You have now completed Part A, Pensioner Identification Information.
Part B - Pension Program Identification:
Part B provides a mechanism for you to specify the payment(s) you want deposited
directly into your Australian account. To enroll, check ()
the appropriate box and include one of the following in the space provided:
account number (your social insurance number), contract number, file number,
pension number, or personal record identifier.
The department responsible for your pension program will use this information to match your entitlement and to issue the requested electronic payment.
Step 1:
Check off the box(es)
for the payment(s) you wish to receive by direct deposit.
Step 2:
Enter the number associated to each type of payment you wish to receive.
You have now completed Part B - Pension Program Identification.
Part C - Identification of the Financial Institution:
Part C provides specific fields for you to capture your direct deposit account
information. Please check off ()
the box that represents the appropriate account type which the electronic payment
is to be directed. In Australia there are a number of account types supported
by the Government Foreign Payments Service provider. They include a bank account,
postal account, building society account or a Bank Information Code (BIC). Please
contact your local financial institution to obtain a better understanding of
each account type.
Step 1:
Must be completed by the financial institution or post office where you want
your money deposited.
Step 2:
Check off the box ()
that represents the appropriate account type.
Step 3:
Enter the name(s) of the account holder(s).
Step 4:
Enter your financial institution name and address.
Step 5:
Please obtain the signature of the financial institution official.
Step 6:
Enter your bank area code and telephone number, in the event that they need
to be contacted for clarification on the information provided.
Step 7:
The beneficiary must sign and date the bottom of the enrollment form. If the
individual completing this form is a guardian or a relative acting on behalf
of the beneficiary, this enrollment information will not be considered valid
without the beneficiary's signature.
Note
For additional information, call 1 800 041-432 between the hours of
8 a.m. and 8 p.m., Eastern time.
The information you provide is required and collected under the authority of the Government of Canada or it's agent for the purpose of enrollment in a direct deposit service. The information provided is protected under the Canadian Privacy Act and may be accessed through your program department using the Personal Information Bank number PWGSC PPU 040.
The first direct deposit may take approximately three months after receipt of your completed enrollment form.
|
