Student Bank Account & Direct Deposit (First-Time Election)


Students who receive Financial Aid refunds, Work Study payments or other payments will have the ability to enter direct deposit information into CUNYfirst in Student Self Service. The process requires a student to enter bank information first then the direct deposit election. Students may have only one direct deposit distribution. Scholar Support Card participants will have their election recorded on these pages through an interface process. Direct Deposit Administrators will have the ability to add/update a student's bank information and direct deposit election as necessary. This process instructs the steps required for the Direct Deposit Administrators to update bank information.

Steps

1.

Navigate to: Student Financials>Refunds>AP Direct Deposit>Accounts - Students

2.

Click the Add a New Value tab

3.

Enter ID.
Note: This is the student’s EMPL ID.

4.

Click the Ok button.
Note: The Accounts-Student page will displays with Student Name and EMPL ID.

5.

Enter the following fields:

  • ·  Routing Number

  • ·  Account Type

  • ·  Account Number

  • ·  Confirm Account Number

  • ·  Account Holder

  • ·  Nickname (Format: Use student’s first name plus last four digits of the account number. (e.g., Mary1234)

6.

Click the "Save" Button

7.

Click the Direct Deposit link.
Note: The Direct Deposit link is below the Student’s EMPL ID.

8.

Select Nickname from the drop down menu.

Note: Nickname populates successfully. The Routing Numbers, Account Number and Account Type populate with the bank information.

9.

Click Save.

10.

End of Procedure.