As a general rule, it is not necessary to obtain an SF 1199A when developing direct deposit. However, there are some instances that may require the form.

An SF 1199A must be completed and signed by the beneficiary and FI in the following situations:

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  When there is a question of assignment of benefits (See GN 02402.045).

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  When an individual or institution acting as representative payee for several beneficiaries requests payment into a common checking or savings account. One signed SF 1199A with an attached listing of beneficiaries or recipients and claim numbers is sufficient. Separate input must be made for each request. The representative payee and account must meet the requirements in GN 00603.020.

NOTE: Requests for direct deposit to a foreign FI must include the signup form developed for that country or any documentation with required banking information. Signup forms for International Direct Deposit are listed in GN 02402.000.