my ocial security screen package

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Direct Deposit
Office of Management & Budget
(OMB) Screen Package (February 2022)

Direct Deposit |1

Contents
1.0

Direct Deposit Landing Page ......................................................................................................................................................... 2

1.01 Update Your Direct Deposit Information ......................................................................................................................................... 2
1.02 Update Your Direct Deposit Information (Pending) ......................................................................................................................... 3
1.03 Update Your Direct Deposit Information (Title 2 Dual Entitlement) ................................................................................................. 4
1.04 Update Your Direct Deposit Information (Title 2 Dual Entitlement, Pending) .................................................................................. 5
1.05 Update Your Direct Deposit Information (Title 16 Dual Entitlement) ............................................................................................... 6
1.06 Update Your Direct Deposit Information (Concurrent) .................................................................................................................... 7
1.07 Enroll in Direct Deposit ................................................................................................................................................................... 8
1.08 Enroll in Direct Deposit (Pending) ................................................................................................................................................... 9
1.09 Update Direct Deposit (Pending with Direct Express) ................................................................................................................... 10
1.1 Enroll in Direct Deposit (Multiple Benefit Types) ............................................................................................................................. 11
1.2 Enroll in Direct Deposit (Mixed Payment Types)............................................................................................................................. 12
2.0 Entering Direct Deposit Information .................................................................................................................................................... 13
2.1 Your Direct Deposit Information ...................................................................................................................................................... 13
2.2 Customer is the Owner or Co-Owner of a Bank Account ................................................................................................................ 14
2.3 Customer is the Owner or Co-Owner of a Bank Account (Error) .................................................................................................... 15
2.4 Customer is not the Owner or Co-Owner of a Bank Account .......................................................................................................... 16
3.0

Review of Direct Deposit Information .......................................................................................................................................... 17

4.0

Confirmation ................................................................................................................................................................................ 18

5.0

Miscellaneous Errors ................................................................................................................................................................... 19

5.1

Application-Specific Error ............................................................................................................................................................ 19

5.2 Application Unavailable................................................................................................................................................................... 20

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1.0 Direct Deposit Landing Page
1.01 Update Your Direct Deposit Information
This screen will appear when a customer has an existing direct deposit account on file.

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1.02 Update Your Direct Deposit Information (Pending)
This screen will appear when a customer has a pending direct deposit update

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1.03 Update Your Direct Deposit Information (Title 2 Dual Entitlement)
This screen will appear when a customer has dual entitlement Title 2 benefits.

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1.04 Update Your Direct Deposit Information (Title 2 Dual Entitlement, Pending)
This screen will appear when a customer has dual entitlement Title 2 benefits and a pending direct deposit
update.

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1.05 Update Your Direct Deposit Information (Title 16 Dual Entitlement)
This screen will appear when a customer has dual entitlement with Title 16 benefits.

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1.06 Update Your Direct Deposit Information (Concurrent)
This screen will appear when a customer is receiving concurrent Title 2 and Title 16 disability benefits
concurrently.

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1.07 Enroll in Direct Deposit
This screen will appear when a customer who currently receives a paper check initiates direct deposit
enrollment.

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1.08 Enroll in Direct Deposit (Pending)
This screen will appear when a customer who currently receives a paper check has a pending direct deposit
enrollment.

D i r e c t D e p o s i t | 10

1.09 Update Direct Deposit (Pending with Direct Express)
This screen will appear when a customer who currently payments via Direct Express has a pending Direct
Deposit enrollment.

D i r e c t D e p o s i t | 11

1.1 Enroll in Direct Deposit (Multiple Benefit Types)
This screen will appear when a customer who currently receives paper checks has multiple benefit types on
file.

D i r e c t D e p o s i t | 12

1.2 Enroll in Direct Deposit (Mixed Payment Types)
This screen will appear when a customer who is dually entitled receives a paper check for one benefit type,
and Direct Express or Direct Deposit for their second benefit.

D i r e c t D e p o s i t | 13

2.0 Entering Direct Deposit Information
2.1 Your Direct Deposit Information
This screen will appear for all users who continue with their update or enrollment of direct deposit.

D i r e c t D e p o s i t | 14

2.2 Customer is the Owner or Co-Owner of a Bank Account
This screen will appear if a customer selects “yes” from screen 2.1.

D i r e c t D e p o s i t | 15

2.3 Customer is the Owner or Co-Owner of a Bank Account (Error)
This screen will appear if a customer attempts to enter invalid characters or if they leave any field blank.

D i r e c t D e p o s i t | 16

2.4 Customer is not the Owner or Co-Owner of a Bank Account
This screen will appear if a customer selects “no” from screen 2.1.

D i r e c t D e p o s i t | 17

3.0 Review of Direct Deposit Information
This screen will appear after a user enters their bank account information and selects “Continue” from
screen 2.2.

D i r e c t D e p o s i t | 18

4.0 Confirmation
This screen will appear when a user clicks “Submit” from screen 3.0.

D i r e c t D e p o s i t | 19

5.0 Miscellaneous Errors
5.1

Application-Specific Error

This screen will appear if the customer encounters an error during submission of their direct deposit
update.

D i r e c t D e p o s i t | 20

5.2 Application Unavailable
A customer will see this screen when the Direct Deposit application is unavailable.