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Home > Membership > Membership Switch Kit > Checklist

Checklist
Check the boxes next to the items you've completed (if any), and then print out this checklist and keep it available for future reference. As you begin to complete items, simply check off the boxes on your printed copy.

 
Make sure all checks have cleared on your old checking account.
Make certain enough funds are available in your old account to cover any automatic payments that may still need to be withdrawn.
*Send written notice to the companies you have direct deposit set up with (payroll, social security, etc.) notifying them that you want your direct deposits to now go to Five County CU. Also, send written notice to set up direct deposit with any new companies or individuals.
*Send written notice to companies who automatically take your payments from your checking account (utilities, insurance, credit cards, internet service providers, banks, etc.) notifying them that you are closing the account.
*Send notification of your new account information to companies who you want to continue to generate automatic withdrawals.
 
*Send notification to start a new automatic payment with a vendor.
*Send written notice to your old financial institution informing them that you are closing your account.
Double check maturity dates if transferring a Certificate of Deposit in order to avoid possible penalties.
Sign up for Five County Credit Union's convenient Online Banking and free Bill Payment services.
* A form is available in Five County Credit Union's Switch Kit for this purpose.

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