|
Thank you for choosing ECU Credit Union.
The Switch Kit is a free tool that allows you to quickly and easily
change your accounts from one financial institution to ECU Credit
Union. Here is a checklist to help you through each step of
this process. By filling out a series of forms, the Switch Kit
provides all the documentation that is needed to complete the
process. For a printer friendly copy in pdf format,
click here.
(PDF reader required) |
What you need
to get started:
For security, we do not allow you to save the application process in
the middle, so please make sure you have all the appropriate information
up front. You will need the following information; your new ECU
Credit Union member number, previous financial institution's
information, any direct deposit information or electronic payments.
Complete the Switch Kit Checklist to ensure that you have all the
required information.
Your new ECU Credit Union
member number:
If you do not have an ECU Credit Union account you will need to open
at least your membership account before switching. To do this,
please click here or contact us at 800.382.2400 so that we can mail you
an application.
|
List Your Previous Financial
Institution(s) Information
|
Name and Address |
Phone/Fax |
Routing No. |
Account No |
Close Date |
| |
|
|
|
|
| |
|
|
|
|
| |
|
|
|
|
|
|
|
Name and Address |
Phone/Fax |
Routing No. |
Account No |
Close Date |
| |
|
|
|
|
| |
|
|
|
|
| |
|
|
|
|
List Your Direct Deposit(s)
|
Depositor Name / Address |
Phone/Fax |
Frequency of Direct Deposit |
| |
|
|
| |
|
|
| |
|
|
|
Depositor Name / Address |
Phone/Fax |
Frequency of Direct Deposit |
| |
|
|
| |
|
|
| |
|
|
List Your Electronic Payments,
Bill Pay Payments, Debit Card Payments
|
Payee and Address |
Phone/Fax |
Account No. |
Frequency |
Amount |
| |
|
|
|
|
| |
|
|
|
|
| |
|
|
|
|
|
Payee and Address |
Phone/Fax |
Account No. |
Frequency |
Amount |
| |
|
|
|
|
| |
|
|
|
|
| |
|
|
|
|
|
Payee and Address |
Phone/Fax |
Account No. |
Frequency |
Amount |
| |
|
|
|
|
| |
|
|
|
|
| |
|
|
|
|
Destroy:
Make sure you leave a sufficient amount of money in your old account
to cover any outstanding items. This process may take several
weeks. Please do not write any more checks on your old
account to prevent insufficient check fees. Ensure that all
automatic credits and debits are switched before closing your old
accounts.
- Old Checks
- Old ATM card (s)
- Old Debit card (s)
- Deposit Slips
|
|
