RCU Switch Kit

RCU Switch Kit
Switching to RCU is as easy as one, two, three…

ONE: Open your Savings and Checking accounts with Roswell Credit Union. You can also apply for a VISA Debit Card at this time with our regular Checking account. You should start to use this account for all of your new transactions. Be sure to leave your old account open with enough money to cover any outstanding checks, automatic payments, debit purchases and to accept direct deposits already in progress.

TWO: Change over your direct deposit and automatic payments to your new Roswell Credit Union Checking account. Use the checklists and forms provided to help make these changes. Fill out the forms, mail or fax them to your employer, lenders, and anywhere that makes deposits to or takes payments from your current accounts. You can also enroll in RCU Online Banking, RCU Mobile Money, and our Online Bill Pay at this time so you can see when your deposits and automatic payments switch from your previous account to your RCU account.

THREE: Once all of your Direct Deposits are coming into your RCU accounts, and all of your outstanding checks and payments have cleared, close your old checking account at your previous financial institution.

Resources:
Payroll Direct Deposit Change Form   – Use this form to switch your direct deposits or contact your payroll coordinator for assistance.
Automatic Payment Change Form – Use this form to change automated payment such as your mortgage, telephone, electric etc.
Account Close Authorization Form – Once you have switched your account over to RCU, use this form to officially close your old account.
Switch Kit Checklist – Afraid you might forget something? Use this Checklist to help you on your way.

adobe-iconTo view or download these PDF files, you will need Adobe Acrobat Reader software. If you do not have the software, you may download it for free by clicking on the yellow icon to the left.

Do you have a car loan at another financial institution? Let us give you a better rate! We’ll take your existing loan and work with you to get a better rate by up to 2.00%! (Base rate in place.) Simply bring in your payment book or loan paperwork that reflects the current terms of your loan, complete an application and we’ll do the rest.