Setting - Up Direct Deposit (Student)

Label	Description
Business Process	Service Indicators
Module	Student Financials
Prerequisites	Student must be enrolled. Student must have bank account.
Description	This Job Aid illustrates how a student sets up direct deposit.

Instructions:

Step	Action
1.	Click on [Image Modified] then [Image Modified] and navigate to to Self Service -> Campus Finances -> Account Inquiry…

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Step	Action
2.	Click the “Account Services” page (tab) [Image Modified].

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Step	Action
3.	Click the “Enroll in Direct Deposit” button [Image Modified]

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Step	Action
4.	Click the “Add Account” button [Image Modified].

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Step	Action
5.	Enter the appropriate bank information into the fields of the “Bank Details” section. Click the “Next” button [Image Modified].

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Step	Action
6.	Read the “Agreement”. [No… really… read the Agreement.] Once the Agreement has been read and understood, click the Agreement box [] so that a check mark appears in the box. The check mark verifies that the student is agreeing to the terms and conditions of the agreement. Click the “Submit” button [Image Modified].

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Step	Action
7.	Click the “Enroll in Direct Deposit” button [Image Modified].

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Step	Action
8.	Click the “Enroll in Direct Deposit” button [Image Modified].

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Step	Action
9.	Click the “Proceed to Enroll in Direct Deposit” button [Image Modified].

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Step	Action
10.	Click the “Select Bank Account” option [Image Modified] from the drop down list Click the “Next” button [Image Modified].

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Step	Action
11.	Read the “Agreement”. [No… really… read the “Agreement”]. Once the “Agreement” has been read and fully understood, click the box so that a check mark appears. By check marking the box, the student is agreeing to the terms and conditions of the “Agreement”. Click the “Submit” button [Image Modified].

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Step	Action
12.	The student should see the following message: “Congratulations! You are now enrolled in direct deposit.” Click the “Go to Direct Deposit Summary” button [Image Modified].

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Step	Action
13.	End of job aid.