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CARPENTERS VACATION, HOLIDAY AND SICK LEAVE
TRUST FUND FOR NORTHERN CALIFORNIA
265 Hegenberger Road, Suite 100 Oakland, California 946211480
Tel. (510) 6330333 · (888) 5472054 · Fax (510) 6330215
www.carpenterfunds.com
DIRECT DEPOSIT YOUR VACATION, HOLIDAY AND SICK LEAVE BENEFIT PAYMENTS
Why Choose Direct Deposit for Your Benefit Payments?
1. Signing up for Direct Deposit gives you access to rapid Early or Sick Leave payments online, via
your carpenterfunds.com Participant Portal.
2. Get your money sooner. With direct deposit, your check clears immediately and goes straight
into your bank account.
3. Skip trips to the bank and avoid waiting for checks to clear.
4. Save money Some banks offer discounts or waive monthly account fees if you are enrolled in
Direct Deposit.
5. Avoid the hassle and stress of a check that gets lost, stolen or delayed.
Signing Up is as Easy as 1, 2, 3!
Select Account Type
Do you want your benefits deposited to your checking or savings account? (Check One.)
Checking Savings
Provide Account Information
Routing Number:
Account Number:
Authorize Direct Deposit
The undersigned hereby authorizes the Carpenters Vacation, Holiday and Sick Leave Trust Fund for Northern California to make
credit entries, and if necessary, to make debit entries as adjustments for any credit in error, to my bank account indicated below. I
also authorize accordingly my financial institution indicated below to credit and/or debit the same to such account.
This authority is to remain in full force and effect until the Carpenters Vacation, Holiday and Sick Leave Trust Fund for Northern
California has received written notification from me of its termination in such time and in such manner as to afford the Trust Fund Office
and my Financial Institution a reasonable opportunity to act on it.
I hereby authorize Carpenters Vacation, Holiday and Sick Leave Trust Fund for Northern California
to directly deposit my benefit payments via electronic funds transfer into the account provided
above:
Print Name
Signature
Date
UBC, CFAO ID or Social Security Number
Mailing Address
City
State
Zip Code
Email Address for Receipt of Mandatory Disclosures*:
To Enroll in Direct Deposit: Complete the form below, print it, sign it and return it via email, fax or mail.
Reset Form
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The Details Please Read Carefully
All information on this form is required to provide entitlement to payment. The information is confidential and will be used to
process payment data from the Carpenters Vacation, Holiday and Sick Leave Trust Fund to your financial institution and/or
its agent. Failure to provide requested information may affect the processing of this form and may delay or prevent the
receipt of payments through the Direct Deposit/Electronic Funds Transfer Program.
Money deposited into incorrect accounts cannot be reissued until the funds are credited back to the Trust Fund.
Cancellation
The agreement represented by this authorization remains in effect until cancelled by the recipient by notice to the Carpenters
Vacation, Holiday and Sick Leave Trust Fund.
Changing Receiving Financial Institutions
The payee's Direct Deposit will continue to be received by the selected financial institution until the Carpenters Vacation,
Holiday and Sick Leave Trust Fund is notified by the payee that the payee wishes to change the financial institution receiving
the Direct Deposit. To effect this change, the payee will complete a new Direct Deposit Form for the newly selected financial
institution. It is recommended that the payee maintain accounts at both financial institutions until the transition is complete,
i.e. after the new financial institution receives the payee's Direct Deposit payment.
False Statements or Fraudulent Claims
Federal law provides a fine of not more than $10,000 or imprisonment for not more than five (5) years or both for presenting
a false statement or making a fraudulent claim.
*Electronic Delivery of Plan Correspondence
Electronic materials are emailed, typically in Portable Document Format (PDF), and are identical to the paper versions you
have been receiving. There is no charge for accepting materials online. You will need an internet connection and a computer
with an operating system capable of receiving, accessing, displaying and either printing or storing the electronic documents
received. You should have Adobe Reader to access PDF files. Learn more and download Adobe Reader directly from
Adobe's web site, www.adobe.com. Change your email address at any time by contacting the Fund Office at
benefitservices@carpenterfunds.com, (510) 6330333, or TollFree (888) 5472054. The change must be in writing, with
your signature and date.
Some example documents that may be sent electronically include Summary Plan Descriptions, Notice of Plan changes,
Explanation of Benefits, Benefit and Claim Department letters, Prohibited Employment Committee letters, and Fund Trustee
memos.
Your consent to electronic delivery of Plan documents is valid unless and until you withdraw your consent. You can withdraw
your consent and reset your preference to mail at any time by contacting the Fund Office at
benefitservices@carpenterfunds.com, (510) 6330333, or TollFree (888) 5472054. The change must be in writing, with
your signature and date. While eDelivery may significantly reduce the amount of mail we send you, certain documents and
servicerelated correspondence will continue to be sent via U.S. Mail. Additionally, you may request a paper copy of any
documents received electronically. Unless otherwise instructed, your email address will be shared with the Carpenters
Union, Apprenticeship Training Committee and the Carpenters Trust Funds.