Switching Financial Institutions - Online Switch Kit
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It's easy to switch your checking account from another financial institution to
your Credit Union with our Online Switch Kit.
Step 1: Establish Credit Union membership and open a Credit Union
checking account. Once your basic savings account is open, you'll have access to
our other services, including Online Banking and E-Statements, high-yield savings
accounts, and low-cost loans. Not a member? Click here to learn more about our member
benefits and to complete an application.
Step 2: Use our Online Switch Kit to enter your previous financial
institution information, any automatic payments made from that checking account,
and direct deposits or payroll deductions going to that checking account. Then click
"Make Forms" to print documents to mail to the appropriate financial institutions.
Before you begin, have the following information handy to complete the process:
- Previous financial institutions' names, addresses, and account numbers
- All automatic withdrawals from your checking account (company/payee name, address,
and account numbers)
- All direct deposits into your checking account (company name and address)