Health & Fitness

Make the Switch To. In Four Easy Steps

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Make the Switch To Interested in taking advantage of all the benefits that credit union membership has to offer? will have you make the switch as easy as ! Our Four Step Switch Kit will help you
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Make the Switch To Interested in taking advantage of all the benefits that credit union membership has to offer? will have you make the switch as easy as ! Our Four Step Switch Kit will help you get organized and alleviate the concern that may be associated with changing financial institutions. We are here to make your transition easy and convenient! As a member at (MACU) you will enjoy other benefits such as: o Competitive rates on Home Mortgage Loans, Home Equity Lines of Credit, Auto Loans, & Credit Cards o FREE online Bill Payment o Visa Debit Card o 24 hour Home Banking access o and much, much more! At experienced Financial Service Representatives are available to off free quality advice and assistance in helping your make the transition. In Four Easy Steps Step 1: Get Organized. *One of MACU s knowledgeable Financial Service Representatives will help you choose the services that are right for you, open your account, and order your new MACU checks and VISA Debit Card. *Transition from your old account, and being using your account. Step 2: Switch Direct Deposits *Change any automatic or direct deposit to your new MACU account with page 3 of this kit. *For Payroll Deductions, print, complete, and send one direct deposit for to each company making a direct deposit. *For Social Security Direct Deposit, please call the Social Security Administration at Your change can be made right over the phone. Simply use the numbers at the bottom of your checks. Step 3: Switch Automatic Withdrawals/Charges *Contact the organizations and financial institutions that are currently deducting a recurring payment from your existing account. *Switch existing automatic withdrawals by completing the Automatic Withdrawal Request form on page 4 and provide them to the corresponding payee. *Automatic charges to your old debit or credit card can be changed by providing the organization with your new VISA Debit Card or MACU VISA Credit Card number. Step 4: Close Your Old Accounts *Leave your old accounts open long enough for outstanding checks and automatic withdrawals to clear with enough money in the accounts to cover the transactions. *Once the accounts are no longer active, complete the Close Accounts Request form on page 5 and submit to your previous financial institution. STEP 1 Accounts to Be Closed: Account Number Bank Name/Account Name Completed Direct Deposit To Be Switched: Direct Deposit Type Frequency Amount Completed Employer Gov't/Social Security Support Brokerage Other ` Getting Organized Automatic Withdrawals/Debits To Be Switched Withdrawal Type Frequency Amount Completed Mortgage Auto Loan Insurance Utilities Internet Other Everything You Need is Right Here! Consolidate Today. Other Options to Explore Financial Institution Balance Rate Refinance Auto Loan(s) Refinance Mortgage/HE Transfer High-Rate Credit Cards Transfer Certificate of Deposits Transfer IRA/Retirement Account STEP 2 To: Employer Name & Address I, Name of Employee Employee ID Number Address City State Zip ( ) Home Telephone Number ( ) Work Phone Number Direct Deposit Request Form Wish to change my direct deposit from: Bank Routing Number: Effective, please start making this direct deposit into my account at: Savings Account 1007 Western Avenue Routing Number: Account Number: Checking Account I authorize the above named organization to send my payroll to for the purpose of automatically depositing funds to my designated Millstream Area Credit Union account. Signature If necessary, staple a voided check and submit to your employer. STEP 3. To Whom it may concern: Automatic Withdrawal Request Form Please accept this letter as authorization to change my automatic payments from my old account to my new account at. You are currently withdrawing $ for my. Indicate what the payment is Effective, please discontinue making payments from: Bank Routing Number: I hereby authorize any future automatic payments to be taken out of my new account at. Checking Account 1007 Western Avenue Routing Number: Account Number: Savings Account Effective, please cancel my automatic withdrawals I will be using s online Bill Payment to make my monthly payments. If you have any questions about this request, please contact me during the day/evening (circle one) at ( ). Telephone Number Signature Please complete one form for each company withdrawing a recurring payment out of your account. Don t forget to change any automatic payments set up with a debit card to your new VISA Debit Card or Credit Card. STEP 4 To Whom it may concern: Effective immediately, I hereby request that you close my account with your institution. I have verified that all checks and debits have cleared my account. I also made arrangements to switch any automatic withdrawals, and/or automatic deposits that were associated with this account. Primary Name on Account: Close Account Request Form Secondary Name on Account: Please send any remaining funds in the account to: Attention: 1007 Western Ave If you have any questions, please feel free to contact me at ( ) Sincerely, Signature-Primary Name Signature-Secondary Name Verification of identification may be required. If required, it may be necessary to attach a photocopy of your driver s license or government issued identification.
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