INSTRUCTIONS FOR COMPLETING THE PAYROLL DIRECT … Orientation... · INSTRUCTIONS FOR COMPLETING ....

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INSTRUCTIONS FOR COMPLETING THE PAYROLL DIRECT DEPOSIT AUTHORIZATION AGREEMENT CHECKING Print your legal name (no nicknames, please), last four digits of your social security number, and work site name in the EMPLOYEE INFORMATION section. ACCOUNT INFORMATION: Print your account number (including the routing number), bank name, and city and state. Place a “” in the checking box. ATTACH A VOIDED CHECK or a letter from your financial institution showing your name as an account holder. If you only want a portion of your pay to be a direct deposit, fill in the amount next to FIXED AMOUNT. The remaining “net” amount will be distributed in a check or deposited to another designated account. You can change a fixed amount by written request or email from your Volusia County School email account provided you are not changing account information. To deposit the full amount or remaining amount of your pay, place a “” next to NET AMOUNT. NOTE: A request for net pay to a new account will automatically cancel any previous net amount and the old account. A paper check will be issued while the new account information is verified as stated below.* A request to change the net pay amount will not change the deposit information for a fixed amount. We will follow the normal payroll close date/pay date schedule published on the Payroll web site for effective dates. o It will take at least two pay runs before your pay is actually direct deposited into your account. o The first pay date after receipt of your request will be a test run to verify account information. You will receive a paper check during the test transmission. o If we do not receive an error message on the transmission, the following pay date should be direct deposit. Exceptions may occur during times when payments are issued more frequently than semi-monthly such as prior to winter break or at the end of the school year. o It is your responsibility to confirm that your direct deposit has been successfully processed before you issue any payments or establish automatic withdrawals. ONLINE PAY STATEMENT Use the ePortal to view your pay stub up to two days before pay date. Remember, your pay is not deposited until the actual pay date. If you are unable to view your statement online, check the second box at the bottom of the form and see the payroll clerk at your site. SAVINGS Follow all of the steps for checking, except place a “” next to savings account. For financial institution verification, attach a copy of your account card or a letter from the bank showing your account number, the transit routing number, and your name as an account holder. CANCELLATION You may terminate this agreement by checking the CANCEL box on the authorization form. You may also send a written request or email from your Volusia County School email account requesting the cancellation. Please DO NOT CLOSE YOUR ACCOUNT BEFORE CANCELING YOUR DIRECT DEPOSIT with the Payroll Department. If your pay goes to a closed account, we cannot reissue payment until the funds are returned. This can take several days and possibly a full week. PLEASE REMEMBER TO SIGN AND DATE THE FORM. Return your completed form to the Payroll Department, Deland Administration Complex (DAC), 200 North Clara Avenue, DeLand, FL 32721. For additional information, please contact Payroll 386-734-7190, extension 20362

Transcript of INSTRUCTIONS FOR COMPLETING THE PAYROLL DIRECT … Orientation... · INSTRUCTIONS FOR COMPLETING ....

INSTRUCTIONS FOR COMPLETING THE PAYROLL DIRECT DEPOSIT AUTHORIZATION AGREEMENT

CHECKING

Print your legal name (no nicknames, please), last four digits of your social security number, and work site name in the EMPLOYEE INFORMATION section. ACCOUNT INFORMATION: Print your account number (including the routing number), bank name, and city and state. Place a “” in the checking box. ATTACH A VOIDED CHECK or a letter from your financial institution showing your name as an account holder.

If you only want a portion of your pay

to be a direct deposit, fill in the amount next to FIXED AMOUNT. The remaining “net” amount will be distributed in a check or deposited to another designated account. You can change a fixed amount by written request or email from your Volusia County School email account provided you are not changing account information.

To deposit the full amount or remaining amount of your pay,

place a “” next to NET AMOUNT.

NOTE: A request for net pay to a new account will automatically cancel any previous net amount and the old account. A paper check will be issued while the new account information is verified as stated below.* A request to change the net pay amount will not

change the deposit information for a fixed amount.

We will follow the normal payroll close date/pay date schedule published on the Payroll web site for effective dates.

o It will take at least two pay runs before your pay is actually direct deposited into your account.

o The first pay date after receipt of your request will be a test run to verify account information. You will receive a paper check during the test transmission.

o If we do not receive an error message on the transmission, the following pay date should be direct deposit. Exceptions may occur during times when payments are issued more frequently than semi-monthly such as prior to winter break or at the end of the school year.

o It is your responsibility to confirm that your direct deposit has been successfully processed before you issue any payments or establish automatic withdrawals.

ONLINE PAY STATEMENT

Use the ePortal to view your pay stub up to two days before pay date. Remember, your pay is not deposited until the actual pay date. If you are unable to view your statement online, check the second box at the bottom of the form and see the payroll clerk at your site.

SAVINGS Follow all of the steps for checking, except place a “” next to savings account. For financial institution verification, attach a copy of your account card or a letter from the bank showing your account number, the transit routing number, and your name as an account holder.

CANCELLATION

You may terminate this agreement by checking the CANCEL box on the authorization form. You may also send a written request or email from your Volusia County School email account requesting the cancellation. Please DO NOT

CLOSE YOUR ACCOUNT BEFORE CANCELING YOUR DIRECT DEPOSIT with the Payroll Department. If your pay goes to a closed account, we cannot reissue payment until the funds are returned. This can take several days and possibly a full week.

PLEASE REMEMBER TO SIGN AND DATE THE FORM. Return your completed form to the Payroll Department, Deland Administration Complex (DAC), 200 North Clara Avenue, DeLand, FL 32721. For additional information, please contact Payroll 386-734-7190, extension 20362

VOLUSIA COUNTY SCHOOLS Payroll Direct Deposit Authorization Form

Employee Information Last Name:_______________________ First:____________________ MI:________ Social Security Number: Work Site: 1. Account Information: [ ] New [ ] Amount Change Financial Institution Name: _____________________________ City & State: ____________________ Account Number: ____________________________ Transit Routing # ________________________

Type of Account:

[ ] Checking [ ] Net Amount [ ] Fixed Amount: $______(only one account can have a net amount) [ ] Savings [ ] Net Amount [ ] Fixed Amount: $______(only one account can have a net amount)

A new account for Net Amount will automatically cancel deposits to an existing account with Net Amount 2. Account Information: [ ] New [ ] Amount Change Financial Institution Name: _____________________________ City & State: ____________________ Account Number: ____________________________ Transit Routing # ________________________

Type of Account:

[ ] Checking [ ] Net Amount [ ] Fixed Amount: $______(only one account can have a net amount) [ ] Savings [ ] Net Amount [ ] Fixed Amount: $______(only one account can have a net amount)

A new account for Net Amount will automatically cancel deposits to an existing account with Net Amount 3. rapid!PAYCARD Information: [ ] New [ ] Amount Change Financial Institution Name: _The Bancorp Bank_____________ City & State: _Wilmington, Delaware Account Number: ____________________________ Transit Routing # _0311-0116-9____________ [X] Checking [ ] Net Amount [ ] Fixed Amount: $______(only one account can have a net amount) A new account for Net Amount will automatically cancel deposits to an existing account with Net Amount [ ] Cancel Deposit to Bank Name:__________________ Account #:__________________

[ ] Cancel Deposit to Bank Name:__________________ Account #:__________________

[ ] Cancel Deposit to rapid!PAYCARD_______ Account #:__________________

ATTACH A VOIDED CHECK OR BANK VERIFICATION FOR EACH NEW ACCOUNT. Policy This authority is to remain in effect until the Payroll Department receives notification of my termination or leave of absence or upon written request to cancel this deposit. This cancellation request must be received prior to the actual account closure to prevent unnecessary delays in processing payments. For employees in temporary or on-call positions, this agreement will expire after nine (9) consecutive months of payroll inactivity. Please allow one to two payroll cycles for direct deposit to begin for new accounts or when changing accounts. A paper check will be issued while the new account information is verified. Agreement I hereby authorize Volusia County Schools to initiate credit entries to the above account (s) and agree that such credit constitutes payment and receipt by me. The School Board reserves the right to recall funds sent in error, not to exceed the original amount of the erroneous credit and reserves the right to interrupt or discontinue the Direct Deposit Program and issue paychecks to any and all employees. In addition, if funds are deposited to my account in error, I agree to be liable for restitution for all such amounts. I certify that I am currently a legal account holder on each account listed and will immediately notify the district if this should change.

Online Pay Statement (select one) _____ I will view and print my own direct deposit statement from the employee e-Portal _____ I am unable to view or print my own direct deposit statement and request a paper statement to be provided. If in the future I am able to view or print my statement, I will rescind this request via the employee e-Portal. Signature of Employee ____________________________________ Date _______________________

ORIGINAL SIGNATURES ARE REQUIRED. FAXES WILL NOT BE ACCEPTED

Return form to: Payroll Department, DeLand Administrative Complex, 200 N. Clara Avenue, DeLand, FL 32127

Payroll Use Only: Bank Code Date Entered Initials Revised 05/07/2012 Distributed by: Payroll 2006-296-VCS

To find the most current W-4 Employee's Withholding Allowance Certificate

Please go to

www.irs.gov

rapid! PayCard and receipt from the ATM machine and note your deductions.Many ATM machine owners will charge a usage fee for using their machine; this is known as a “surcharge”. rapid! PayCards will not be charged an additional ATM “surcharge” in the Allpoint™ network! Remember to: • Use the Allpoint™ branded ATM machine, as your first transaction on payday, and it is FREE • Visit www.rapidfs.com or call customer service at 1-888-727-4314 to locate a machine near your zip code • The following merchants normally have Allpoint™ ATM machines in their stores: - Sears - Costco - Sunoco - Circle K - ExxonMobil - Hess - Target - Walgreens - Conoco - RiteAid Pharmacy - 7-ElevenImportant Notes on ATM use • There is a $1,000 per day limit on ATM withdrawals for your rapid! PayCard. Cash limits set by the ATM will vary but typically the limit is $300 • Checking your balance at the ATM will incurr a fee • You should never write your PIN on your rapid! PayCard or give your PIN to anyone else • If the ATM does not work for you, you may not have entered the correct PIN

How to use the Electronic Funds Transfer with rapid! PayCardWhen accessing the electronic funds transfer you have 2 options to perform a transfer (ACH):1) From the rapid! PayCard to another rapid! PayCard2) From the rapid! PayCard to any bank accountTo set up this service visit www.rapidfs.com and select Perform a funds transfer.Important Notes on Electronic Funds Transfer use • Full (down to the penny) or partial amount of net pay can be transferred • The ACH transfer to a bank account can take up to 3 business days but normally processes overnight if transaction is done in the morning • Transfers from a bank to the rapid! PayCard are not allowed • This is a FREE transaction as long as it is the first transaction after your pay was loaded on the card

How to Request A Check from rapid! PayCard1) To “Request A Check” call the customer service number located on the back of the card (1-888-727-4314) and select to speak to a live Agent2) “Request A Check” for the exact amount you need. rapid! PayCard will produce a check payable to whoever you designate and mail it to the address you specifyImportant Note on Request A Check use • rapid! PayCard always produces the check the same business day as your request and sends it to the address requested via First Class mail • There is no fee for this transaction as long as it is the first transaction after your pay was loaded on the card

How to use Bill Pay with rapid! PayCardWith rapid! PayCard you have the option to conveniently pay your bills with the “Bill Pay” feature. Pay your bills online or by phone using the money on your card. To sign up for Bill Pay you can: • Login to www.rapidfs.com and select the Bill Payment button, accept the Terms & Conditions and set up your payee information • Or call the toll-free number on the back of your card and speak to an Agent. The Agent will set up your payees.

What happens if I lose my rapid! PayCard?If your rapid! PayCard is lost or stolen your money is protected with VISA ZERO FRAUD LIABILITY. Once you realize your card is missing, IMMEDIATELY report your card lost or stolen by calling 1-888-727-4314.You have 2 options for replacing a card that has been lost or stolen. Make sure you select only one:1) After reporting the lost or stolen card to customer service, you can request a replacement card to be sent in 7-10 business days; OR2) Ask your employer for another sealed card envelope from their inventory and then call the number on the back of your card and press 0 to speak to a live Agent. Tell the Agent about your new REPLACEMENT card and the Agent will help you link the new card to your account. Then, you can activate your card.

How to save money when using the rapid! PayCard • Use “Signature” transactions by selecting CREDIT for point of sale purchase • Use free transactions when you need cash • Use surcharge-free Allpoint™ ATM machines. Allpoint does not charge a fee for using their ATM machines • Be aware of your card balance to avoid unnecessary fees • Sign up for FREE Text Alerts to keep track of your card balance

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Cardholder Guide

For more information about your rapid! PayCard,

call Customer Service:1-888-727-4314

orvisit our website:www.rapidfs.com

You’ve made a great choice with the rapid! PayCard® Visa® Payroll Card! The rapid! PayCard is a safe, secure and hassle-free way to collect, manage and ultimately spend your hard-earned money.

PayCards offer the convenience of a debit card and more security than carrying cash. With the rapid! PayCard you have more money, more time, more access and more options than ever before! You can use your prepaid card to: • Get cash back • Pay your bills online or over the phone • Obtain money orders for free at a USPS • Track your spending • Access a nationwide network of Allpoint™ ATMs; and • Make purchases wherever VISA debit cards are accepted, including most grocers, gas stations, retail shops and restaurantsUsing the card can also save you money by eliminating check cashing fees. You can even earn reward points on your card that can be spent like cash in the rapid! Rewards Mall. Best of all, you can automatically deposit your income tax refund and social security benefit, military pension or other payment that can be direct deposited.

Getting instant access to your cash has never been easier with the rapid! PayCard. Plus you have no monthly fee, free activation, 24/7/365 online access and free bilingual customer service support. Call us at 1-888-RAPID 14 (727-4314) or visit www.rapidfs.com with any questions you may have.

When will my payroll funds be available on my rapid! PayCard?Pay will typically be available at 10:00 am EST. You can check your balance at anytime calling 1-888-RAPID 14 (727-4314) or visiting www.rapidfs.com.

Methods to Access rapid! PayCard fundsEach time your card is loaded, you can choose one of six convenient ways to get access to your money, it’s free for the first transaction after every payday.1) Receive cash back at millions of retail locations nationwide when you make a Point of Sale (POS) purchase. When you are ready to check out, simply swipe your card, enter your very own personal PIN number and when prompted, press “Yes” to indicate the amount of cash you want back.2) Get quick access to your cash as a member of the Allpoint™ ATM network with over 35,000 locations nationwide. Once you insert your card and enter you PIN, simply select “Checking” to withdraw your cash. Participating cards will not be charged additional ATM owner fees.

3) Pay your rent or car note by requesting a paper check in the exact amount you need, not to exceed the available card balance. 4) Purchase a money order up to $1,000 at any U.S. Post Office using the available funds on your card. After swiping your card, choose “Credit” or “Debit” and follow the instructions.5) Electronically transfer the funds directly into your personal bank account.

How to check your rapid! PayCard balanceYou can find out your rapid! PayCard balance: • FREE by calling the Customer Service number located on the back of the card (1-888-727-4314) • FREE on the web at www.rapidfs.com • Sign up for FREE text message alerts to keep track of your balance, enroll online or calling customer service for these alerts • At an ATM (for a fee)

How to use Point of Sale (POS) purchases and cash back with your rapid! PayCardWith the rapid! PayCard you can receive cash back at millions of locations nationwide when you make a Point of Sale purchase...1) Make sure you ask the cashier in advance if you are planning to get cash back because some merchants will not offer it2) Swipe your rapid! PayCard at a POS retailer and choose “Debit”3) Enter your PIN4) Before your transaction is complete the POS retailer or cashier will ask you if you would like cash back. If so, say or press “YES”5) Once the transaction is complete, take your cash, your rapid! PayCard and your receipt. Make sure you note your deductions.Remember: you always have the option of selecting “CREDIT” and signing for your purchases. When selecting “CREDIT” you cannot get cash back.When using DEBIT you will be handed a keypad to enter your PIN. Never give your PIN to the clerk or anyone else and never write your PIN on your card.Important NoteFor restaurant, hotel, car rental and similar purchases, merchants may preauthorize the purchase amount plus 20% or more to reserve sufficient funds to cover tips or potential charges. Preauthorization amounts will place a “hold” on your available funds until the final amount of the purchase is submitted by the merchant.

How to get Money Order from your local US Post Office with your rapid! PayCardTo request a money order using the money on your rapid! PayCard go to any local US Post Office and follow these steps:1) You should NOT actually request a “free money order” since the post office does not realize the transaction is free

2) When the post office clerk indicates that there is a fee for the money order, simply accept the fee but understand that you will not actually be charged a fee. rapid! PayCard incurs the fee on your behalf if this is the first transaction after a pay load.3) The post office may or may not be able to cash the money order, depending on the cash on hand. If they are able to cash it, there is no fee for this transaction.4) The money order can be made out for any amount (down to the penny or up to $1,000), to any person or merchant, including, for example, a landlord or a utility company.Important Notes about Money Orders • Remember that if you want a money order as your first transaction of the pay period and are making other purchases at the US Post Office for stamps, shipping or other services, get your money order FIRST before purchasing anything else • If you choose the money order as your FIRST transaction of the pay period, your receipt will show that a fee was paid but don’t worry, that fee will be refunded to you at no cost • If the money order is not your first transaction of the pay period, it will not be free. The POS US Post Office fee will be charged to you. • Do not include the US Post Office fee in your requested money order amount • When choosing to use PIN debit, the POS debit transaction fee will apply. A signature credit transaction is always FREE.

How to buy Gas with your rapid! PayCard1) Go inside the gas station. Tell the attendant how much gas you would like to buy and give the attendant your card.2) Choose Credit or Debit. When using Debit, you will be handed a keypad to enter your PIN. Never give your PIN to anyone. Never write your PIN on your card.3) Take your receipt, card, fill your tank. If you fill your tank before spending the full amount you put on your card, return inside and see the attendant for change.Important Note:If you use your Card at the pump, the merchant may preauthorize the transaction amount for $50 or more. The preauthorization may cause your Card to be declined, even though you have sufficient funds available for fuel, should this occur, pay for your purchase inside with the cashier. Preauthorization amounts will place a “hold” on your available funds until the final amount of the purchase is submitted by the merchant.

How to use the ATM machine with your rapid! PayCardTo use your rapid! PayCard at an ATM successfully, follow the following steps:1) Insert your rapid! PayCard into the ATM reader2) Enter your PIN (you must know your PIN number to use the ATM)3) Follow the instructions on the screen, if any

Welcome!

4) Select “CHECKING” to make a cash withdraw or check your balance5) Enter the amount you would like to withdraw (Cash limits will vary by machine but typically the limit is $300)6) If you are not using an ATM within the Allpoint™ network, the ATM will ask you if you accept a fee. This fee is charged by the ATM owner, NOT by rapid! PayCard.7) Remember to take your cash, retrieve the

Revised: 7/21/2016 2015-003-VCS Owner: Futures Print Locally

Invest in your FUTURES Foundation

Payroll Deduction Program

We hope you’ll join us by investing in the FUTURES Foundation Payroll Deduction Program. Payroll deduction contributors

of $5 or more per pay period or a one-time gift of $100 or greater will be mailed a FUTURES Foundation mug

acknowledging YOUR investment and belief in Volusia County Schools! Every contribution, from a $2 donation per paycheck

to $25 or more, dramatically impacts what FUTURES Foundation accomplishes for our schools. FUTURES Foundation directs dollars towards areas of need throughout the school district, drawing upon the support of the business community,

teachers and staff, just like you!

Did you know FUTURES Foundation facilitates and funds the following programs? School District Education Foundation (SDEF) Matching Grants Program whereby FUTURES Foundation

matches dollar for dollar money that is privately raised at your school. This year FUTURES Foundation shall oversee the

investment of more than $90,000 in SDEF dollars within the district!

Teacher Mini-Grants - FUTURES Foundation invests more than $60,000 in grant funding for classroom teachers

each year and with your help we can increase these grants year after year. This funding for innovative projects helps

teachers provide curriculum enhancing projects in a variety of subject areas.

Staff recognition programs including Teacher of the Year, Superintendent’s Outstanding Achievement Awards,

Elementary and Secondary Principals of the Year, and Elementary and Secondary First Year Teacher Awards

Take Stock in Children is a mentor and college tuition scholarship program for at-risk, low income high school

students. The guidance of mentors during high school and the promise of a college tuition scholarship help well deserving

low income students realize their educational hopes and dreams.

Tomorrow’s Leaders is a leadership training program for high school juniors encompassing various aspects of our

community

Turn Around is a drop-out prevention program for middle and high school students who are recognized for

improvement in grades, attendance and overall attitude.

Yes, I want to support FUTURES Foundation in the following amount per pay period:

$2 $3 $4 $5 $10 $15 $20 $25 Other $

OR I prefer a One-Time Gift My contribution of $_______________ is attached (enclose check)

If you signed up for Payroll Deduction in the past, your previous pledge will continue and you do not need to submit another

form. If you would like to change your deduction amount, please send a note to the Payroll Department with your name and

Social Security number.

Name: _________________________________________ Last four digits of Social Security Number: _________

(for those signing up for payroll deduction)

Email address: ________________________________________________________________________________

Address: _____________________________________________________________________________________

City/State/Zip: ________________________________________________________________________________

The amount of this voluntary deduction shall remain in effect until changed or cancelled by me.

Signature: Date:

FUTURES Foundation has not provided you with any goods or services in exchange for this contribution.

All contributions are tax deductible as allowed by IRS Guidelines.

Please return form via County mail to the Payroll Department in the DeLand Administration Complex.

Thank you for joining FUTURES Foundation in supporting OUR School District!

www.FuturesVolusia.org