Financial Services
Purpose

Financial Services allows customers that have a 

registered level 2 e-authentication ID and 

password to create the following:

• Assignments – transfer of eligible FSA or CCC 

payment to 3rd party.

• Joint Payments – payment made to customer 

and 3rd party.

• Direct Deposits –transfer of payments 

electronically from payer to payee’s bank 

account.
How Producer’s Obtain Financial Services Access

For producers to obtain access to Financial Services, they must obtain 

level 2 USDA eAuthentication credentials. 

• To request access, the producer must register for this access by 

creating an account. Click the link below to be taken to the 

eAuthentication Home Page and Click “Create an Account”

– https://www.eauth.usda.gov/mainPages/index.aspx

• The following link provides the registration process for producers:

– http://www.fsa.usda.gov/Internet/FSA_File/eauth_regist_guide_level2.pdf

Note: County Offices must also ensure that Producers are linked in SCIMS.

• Once, the producer has access, the following link will provide 

producers access to log in to Financial Services

– https://apps.fsa.usda.gov/FSAFS/login.do
Financial Services Website

• https://apps.fsa.usda.gov/FSAFS/login.do

Producer’s may click on the eforms link below to 

locate forms needed to complete Financial Service 

actions: http://forms.sc.egov.usda.gov/eForms/welcomeAction.do?Home

For example:

– Form CCC-36-Assignment of Payment

– Form CCC-37-Joint Payment Authorization
Logging On To Financial Services

Select “I Agree” from 

the e-auth warning 

screen
Logging on to Financial Service (Cont.)
Selecting Sate and County
Selecting Customer 
Entering TAX ID and Tax ID Type 
FSAFS Menu for Direct Deposit 

Options 

• View Direct Deposit: Allows County 

Office employees to view a list of direct 

deposit statuses associated with a 

producer selected as the customer. 

• Add Direct Deposit: Allow County Office 

employees to create a Direct Deposit 

Main Account or Direct Deposit SubAccount from the entry page. 

• Direct Deposit: Allows County Office 

employees to create a Direct Deposit 

Waiver or record a customer’s FFAS-12, 

written, or verbal election to waiver direct 

deposit. 
Add Direct Deposit Main Account 

•Enter the Routing in SF-3881, 

item titled, “Nine-Digit Routing 

Transit Number” and Account 

Number

From the drop-down list:

•Select the applicable Account 

Type: Checking or Savings

•Select the applicable Owner 

Type: Business or Personal

Click “Continue”
Add Direct Deposit Main 

Account (Cont.)

• Add Account will display the Pending Change 

screen with the secondary approval notification 

notice. 

• Back will take users to Add Direct Deposit Account 

Screen so users can update request information.

• Exit My Changes Screen will be displayed without 

saving the data.
Add Direct Deposit Main 

Account (Cont.)

This example of the Pending Changes 

Screen it will be displayed after Clicking 

“Add Account” .
Direct Deposit Secondary 

Approval

Authorized County Office employee, other 

than the originating employee, may approve 

a direct deposit account change request. The 

secondary approving employee must verify 

the direct deposit detail against SF-3881.
Direct Deposit Secondary 

Approval (Cont.)

Under FSAFS Menu, Click “Action Work List” the 

“Change Request Screen” will be displayed Click item 

number to continue to “Account Change Request 

Screen”. 
Direct Deposit Secondary 

Approval (Cont.)

Verify information 

for approval:

• Account 

Number

• Account Type

• Owner Type

• Click Approve 

Request Note: Direct Deposit may be canceled when is in pending status
Modifying Direct Deposit

To modify direct deposit records when a 

customer has only 1 main account. Under 

FSAFS Menu, Click “Select Customer” Enter 

TIN and type. Under FSAFS Menu Direct 

Deposit, Click View Direct Deposit” the 

Direct Deposit Accounts Screen will be 

displayed.
Modifying Direct Deposit (Cont.)

Example of the Direct Deposit Account screen with 

single direct deposit account:

Click the “ID” Column link applicable 

to the direct deposit to continue to 

the Account Detail Screen.
Modifying Direct Deposit (Cont.)

This is an example of the Account Detail 

Screen that will be displayed. Click “Modify 

Account” to continue.
Modifying Direct Deposit (Cont.)

This an example of the Modify Direct Deposit 

Account Screen. Make applicable changes to 

the direct deposit account and Click 

“Continue”.

Updated Routing Number

Note: If user clicks “Continue” a Confirmation 

Screen will be displayed stating the need for 

secondary approval. An authorized employee can 

provide the approval to complete the update 

request. 
Adding Sub-Accounts Direct 

Deposit

• The Direct Deposit Sub-Account is only necessary when a direct deposit needs 

to be specified by program category, location and reference code. Sub-accounts 

shall not be established using same bank routing and same account number 

used on the primary direct deposit profile. Verification with the customer that 

there are multiple active accounts is required. A customer may have multiple 

sub accounts, but only 1 main account. 

• Specific State/county option is only allowed for multiple-county producers. And 

a specific reference type.

• If a main account is deleted by processing a waiver, all sub-accounts will be 

deleted. To avoid deleting all sub-accounts, the main account my be overwritten new account information. 

Note: Financial institution must be continue to be loaded in Business Partner with propter 

TIN, if the financial institution is receiving a payment from an assignment. 
Adding Sub-Accounts Direct 

Deposit (Cont.)

•Enter the Routing and Account 

Number

•Select the applicable Account 

Type: Checking or Savings

•Select the applicable Owner 

Type: Business or Personal

NOTE: The first elected direct deposit account will reflect “all” payments to that 

account. Customer may further specify sub-accounts for particular program 

benefits. Sub-accounts can be established by Program Category State/county 

and/or county and reference code.
Adding Direct Deposit SubAccounts (Cont.)

If creating a sub-account “Payment For” 

will allow Direct Deposits:

• for a specific State/county.

• for a specific county and a specific 

reference type (example: Contract 

Number) and reference number 

(example:20162016)

Click “Add Account”

Note: Secondary approval is 

required. An authorized 

employee can provide the 

approval to complete the update 

request. 
Direct Deposit Waiver

If a Direct Deposit Waiver request is 

submitted, it will be applied to all 

counties. This option will delete all

direct deposit accounts.

Customer payments will be disbursed 

via checks.
Adding Joint Payments

After selecting a customer, the Joint Payment option 

is under the FSAFS Menu user may select “Add 

Joint Payment”. The following 2 options are 

available:

• View Joint Payment, to view a list of joint 

payments associated with a producer selected 

as the customer. 

• Add Joint Payment, to create a joint payment 

from the joint payment.
Adding Joint Payment (Cont.)

If the Joint 

Payment is for a 

particular county 

and reference, 

enter the 

“Payment For” 

information.

• Select “Program 

Category”

• Select the Program 

Category from the 

dropdown menu and 

enter the 

Program/Contract 

Year. 

Note: For multi-year 

CRP contracts enter the 

contract year. 

Or

• If the program is not 

listed in the Program 

Category dropdown 

box, Click Program 

Alpha Code and 

enter the alpha 

program code used 

for the program.

• Enter the “Joint Payee Name”

• Click “Continue”
Adding Joint Payment (Cont.)

• Confirmation Add Joint Payment, add process will be completed and 

transaction will be placed on the appropriate work list for the secondary approval 

process. 

• Back Add Joint Payment Screen will be redisplayed so users can update request 

information. 

• Exit Joint Payment work List will be redisplayed and the joint payment will not be 

created.
Assignments

• Assignments are the transfer of right to receive a payment from an 

assignor to an assignee. Only program benefits applicable to FSA or 

CCC that are eligible for assignment will be allowed. This action will 

instruct FSA to make payment for a specified amount to the assignee.

• With an assignment, a direct deposit or paper check is made payable 

to the assignee.

• If the participant has program payments in more than one county, an 

assignment can be created for program payments resulting from:

– All counties that the producer participates in

– Payments in a specific county

– A specific payment in a specific county

• Terms Used:

– Assignor – Customer who earned the FSA/CCC payment.

– Assignee - Party that the payment(s) will go to.
Adding Assignment 

• Assignor View, allows user to view a list of 

assignments and assignment statuses associated 

with a producer selected as the customer. 

• Assignee View allows user to view a list of 

assignments and assignment statuses associated 

with the assignee selected as the customer. 

• Add Assignment allows user to create an 

assignment form the Add Assignment Screen. 

Both the assignor’s and assignee’s approval are 

required to create an assignment.
Adding Assignment (Cont.) 

•This is an example of an assignment by category for a specific program payment 

in a specific county.

•Select the “Program Category” radio button. Select the applicable program from 

the drop down box. Enter the “Contract Year” of the applicable contract. Select 

the applicable State/County. Select the reference, which would be “Contract 

Number” for this program and enter the applicable number. Enter the “Assignee 

Tax ID” and ID Type. Enter the amount of the assignment. 
Adding Assignment (Cont.) 

•Customer may select to 

“Show All Assignee 

Locations”.

•Select the applicable state 

and county assignee 

location/bank branch that 

the assignment is 

applicable to.

•Click “Add Assignment”
Adding Assignment (Cont.) 

•Customer may select to “Show All Assignee Locations”.

•Select the applicable state and county assignee 

location/bank branch that the assignment is applicable to.

•Click “Add Assignment”
Assignments: Multi-Year 

Payments

This is an example of a multi-year CRP Annual Rental Payment.

Click “Continue

Enter the amount be 

assigned over the life 

of the Contract.

Note: Program Year is the year of CRP Contract.
Assignments: Multi-Year 

Payments (Cont.)

Enter the amount to 

be paid to assignee for 

each payment year

When the assignment 

has been added by the 

assignor, the assignee 

will log into Financial 

Services with their level 

2eAuth and accept the 

Assignment. 

Click “Calculate to 

verify that the amount 

entered equal 

Assignment. 

Click “Add 

Assignment”.