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How to add or update your bank account in HHS Payment Management System (SF-1199A)

What you need to update the bank account for your NIH, CDC or other HHS award in PMS, and how to avoid rejections.

If you receive NIH, CDC or other HHS grant payments and need to add a new bank account or change the one on file, HHS requires an SF-1199A Direct Deposit Sign-Up Form uploaded in the Payment Management System (PMS). The form has strict signature rules, and small mistakes get it rejected. Here's how it works.

When you need this

  • Enrolling a new bank account to receive grant payments

  • Switching banks or changing the account number

  • Changing the account type (checking or savings)

Changes to your organization name, EIN or address go through a separate PMS profile update.

What we need from you

  • Organization name exactly as it appears on your Notice of Award

  • Physical street address (no P.O. Box) and phone number

  • EIN from your Notice of Award

  • New account number and account type (checking or savings)

  • Awarding agency (e.g., National Institutes of Health)

  • Bank name, physical bank address (no P.O. Box) and routing number

  • Name and title of the person signing for your organization. They must have signature authority on the bank account.

How it works

  1. We prepare the form. We fill in Sections 1 and 2 and send it to you.

  2. You sign Section 1. Print it, sign in pen, date it, scan at 300 DPI or higher and send the scan back. Keep the original.

  3. Your bank completes Section 3. Take the signed form to your bank. They fill in their details and sign in pen. Most banks need you to request this in person or through your relationship manager.

  4. We review and submit. We check everything against the rejection list below and upload it in PMS.

  5. We confirm. We let you know once PMS approves the new account.

Signature rules

HHS only accepts original pen-and-ink signatures, from both you and your bank. These all get rejected:

  • Typed names

  • DocuSign, Adobe Sign or any digital signature

  • Pasted or image signatures

Common rejection reasons

  • White-out, strike-throughs or any visible edits

  • Missing date next to a signature

  • A P.O. Box in your address or the bank's address

  • Payee name doesn't match your PMS registration or the account title at the bank

  • Both or neither of checking and savings checked

  • Any blank field in the bank's Section 3

  • A cropped or hard-to-read scan

If anything's off, we start over with a fresh form. Don't try to fix it by hand.

Timeline

Plan on about 2 to 3 weeks end to end. Your signature usually takes 1 to 3 business days, the bank 3 to 7, and PMS approval 5 to 10. Don't plan drawdowns to the new account until we confirm it's approved. A small test drawdown first is a good idea.

Don't mail the form to HHS. It has to be uploaded in PMS.

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