Direct Deposit - Setting Up (Student)

Direct Deposit - Setting Up (Student)

Setting - Up Direct Deposit (Student)

Label

Description

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

Step

Action

1.

Click on [

] then [
] and navigate to to Self Service -> Campus Finances -> Account Inquiry…

Step

Action

Step

Action

2.

Click the “Account Services” page (tab) [

].

Step

Action

Step

Action

3.

Click the “Enroll in Direct Deposit” button [

]

Step

Action

Step

Action

4.

Click the “Add Account” button [

].

Step

Action

Step

Action

5.

Enter the appropriate bank information into the fields of the “Bank Details” section.

Click the “Next” button [

].

Step

Action

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 [

].

Step

Action

Step

Action

7.

Click the “Enroll in Direct Deposit” button [

].

Step

Action

Step

Action

8.

Click the “Enroll in Direct Deposit” button [

].

Step

Action

Step

Action

9.

Click the “Proceed to Enroll in Direct Deposit” button [

].