docSwitch Kit - Oahe Federal Credit Union
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Switch Kit - Oahe Federal Credit Union
1O pen your new checking account with ease Opening a checking account is easy – simply complete and return the enclosed checking application. Once your account is open, complete the New Account Information (for your records). Then use the other forms to close your current checking account, switch your direct deposit, and switch your automatic transfers. 2 Close Your Current Accounts You won’t have any trouble closing your checking account at your current financial institution with the enclosed Checking Account Closure Notice form. Helpful hint: Be sure to leave your current account(s) active long enough to allow outstanding checks and automatic withdrawals to clear. Once you are sure those accounts are inactive, you can transfer your account balance to your new checking account. Then destroy any remaining old checks, ATM/debit cards, and deposit slips. 3S witch Your Direct Deposit Contact your human resources department to notify them of the change. Then complete the Direct Deposit Change Notice form to have your paycheck deposited into your new checking account at Oahe Federal Credit Union. 4 124 S. Euclid Avenue PO Box 818 Pierre, South Dakota 57501 Phone: 605.224.6264 Toll Free: 888.461.6771 Fax: 605.224.7332 www.oahefcu.coop Switch Your Automatic Transfers Use the enclosed Automatic Payment Change Notice form to contact each company and financial institution that currently deduct a payment from your checking account. Send this form to anyone who makes automatic withdrawals from your account such as: • Mortgage Payments • Auto Payments • Auto/Life/Homeowner’s Insurance Premiums Send this form to anyone who makes automatic changes to your old debit or credit cards such as: • Utility Companies • Telephone/Cell Phone Companies • Cable/Internet Companies 5 Oahe Federal Credit Union Submit Forms to the Appropriate Locations... and You’re Done! Save your new account information in a safe place for future reference. Oahe Federal Credit Union Switch Kit Easy, step-by-step instructions for moving your accounts 2 Account Closure Notice 3 Direct Deposit Change Notice 4 Automatic Payment Change Notice 5 New Account Information Oahe Federal Credit Union Please change my direct deposit information to my new financial institution listed below. Please change my automatic payment information to my new financial institution listed below. Employee Name: ______________________________ Company to Receive Payment: ___________________ Employee No.: ________________________________ ____________________________________________ 124 S. Euclid Avenue PO Box 818 Pierre, South Dakota 57501 Employer Name: _ _____________________________ ____________________________________________ www.oahefcu.coop Current Financial Institution: _____________________ Account No.: _ ________________________________ Phone: 605.224.6264 ____________________________________________ Account Name: _ ______________________________ ____________________________________________ ____________________________________________ Phone: _ _____________________________________ Current Financial Institution: _____________________ Current Routing No: _ __________________________ ____________________________________________ Current Account No: _ __________________________ ____________________________________________ Current Financial Institution Phone: _______________ Telephone No.: ________________________________ ____________________________________________ Amount of Payment: $__________________________ Routing No.: 291479563 New Financial Institution: New Financial Institution: New Account No. (Checking): ____________________ I authorize the closure of my account effective: Oahe Federal Credit Union Oahe Federal Credit Union ____________________________________________ Month Day Year Send my remaining funds to: 124 S. Euclid Avenue PO Box 818 Pierre, South Dakota 57501 124 S. Euclid Avenue PO Box 818 Pierre, South Dakota 57501 Oahe Federal Credit Union Routing No.: 291479563 Routing No.: 291479563 Please close my checking or savings account with your financial institution. Please send remaining funds to my new financial institution at the address below. Name: _______________________________________ Social Security No.: ____________________________ Current Financial Institution: _____________________ ____________________________________________ ____________________________________________ Phone: _ _____________________________________ Current Routing No.: ___________________________ Current Account No.: ___________________________ Account Type: p Savings p Checking Current Account No.: ___________________________ Account Type: p Savings p Checking 124 S. Euclid Avenue PO Box 818 Pierre, South Dakota 57501 New Account No.: _____________________________ Deposit to: p Savings p Checking p Savings p Checking I authorize this change in automatic payments effective: New Account No.: _____________________________ ____________________________________________ Month Day Year __________________________________________ Month Day Year Signature: ____________________________________ Signature: ___________________________________ Date: ________________________________________ Date: _______________________________________ Submit to your p Checking current financial institution Submit to your employer Touch Tone Teller: 605.945.2562 Lobby Hours: 9:00 a.m. - 3:30 p.m. Drive-up Hours: 7:30 a.m. - 5:30 p.m. Automatic Withdrawals: I authorize this change in direct deposit effective: p Savings To report a lost or stolen card: 888.461.6771 New Account No. (Other): _______________________ Routing No.: 291479563 Deposit to: Fax: 605.224.7332 New Account No. (Savings): _____________________ New Account No.: ____________________________ Payment From: Toll Free: 888.461.6771 ___________________ Date: _____ Amount: _______ ___________________ Date: _____ Amount: _______ ___________________ Date: _____ Amount: _______ Automatic Deposits: ___________________ Date: _____ Amount: _______ Signature: ___________________________________ ___________________ Date: _____ Amount: _______ Date: _______________________________________ ___________________ Date: _____ Amount: _______ Submit a copy of this form to each auto-pay account Keep for your records
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