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Move Your Accounts

Move Your Accounts

Tired of bank fees and minimum balance requirements? Here are four easy steps to help you leave all that behind.

two ladies at one of our branch offices

Step 1: Open your new account.

Choose from our list of account options, then open the account in a few simple steps.

Step 2: Make the switch worry-free!

Ensure you don't get caught in a cash crunch while transitioning account and opt for our Member First loan. Learn more about our Savings-Secured loan or Apply today!

Step 3: Move automatic deposits and payments.

First, make a list of automatic payments that will need to be re-routed to your new checking account using the Automatic Payment Checklist.

Next, use our Payroll Authorization form to re-route your payroll deposits and return to your payroll office.

Then, use the Automatic Payment Change Form to help you switch any automatic deductions coming out of your old account to be deducted from your new. Please refer to the Instructions for Electronic Deposits letter you received with your membership package for the account number information required to complete the form.

Be sure to check out our Direct Deposit tutorial for more info.

Step 4: Verify and transfer.

Once you're sure all checks have cleared, payroll deposits have transferred, and automatic payments are now being deducted from your new account, use the Checking Account Closure Notification to transfer any remaining funds.

That's it! Four easy steps to closure and freedom!