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Home > Membership > Membership Switch Kit


 

Switching to Five County Credit Union is easy!
Five County Credit Union has made moving your accounts from your old financial institution easy with our convenient Switch Kit. All the letters and forms you will need to make this transition as easy as possible are provided here ... all you have to do is print and mail the letters to the appropriate companies and/or individuals.

Three Simple Steps to Switch
Select a form below. Type your information into the pre-written form, print the document, and mail it to the appropriate party explaining the change in your banking relationship.

1. Open an account at Five County Credit Union

2. Stop using your old account

3. Select letter(s) below to print and mail


Checklist for Changing Your Banking Account
Use the checklist below to mark items you've completed and to remember all the steps needed to change your account to Five County Credit Union.
Membership Checklist
Close My Account
This letter is to notify your previous bank that you are closing your account and gives them instructions for disbursement of any remaining funds.
Switch My Automatic Withdrawal or Payment
Send this letter to each of your vendors to transfer any automatic payments from your old account to your Five County Credit Union account. Payment examples include: utilities, day care, fitness clubs, insurance companies, mortgage, etc.
Set Up Automatic Withdrawal Or Payment
Send this form to your vendors in order to sign up for automatic payments from your Five County Credit Union account.
Set Up My Direct Deposit
Use this form to sign up for direct deposit of your payroll into your Five County Credit Union checking account.
Cancel my Automatic Withdrawal or Payment
Use this letter to send to each of your vendors to cancel any automatic payments made from your old account.
Switch my Direct Deposit

Use this form to change your direct deposit from your old account(s) to your new Five County Credit Union account(s). This may include deposits for payroll, social security, etc.

Social Security Payments
To change Social Security deposits, visit:
www.ssa.gov/deposit/howtosign.htm

Or, call the Social Security Administration at
1-800-772-1213 (TTY 1-800-325-0778).

 

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