JSTCOMMUNITY~ CREDIT UNION CHECKLIST

JSTCOMMUNITY~

CREDIT UNION

CHECKLIST

EVERYTHING YOU NEED IN ONE CONVENIENT KIT

Moving your accounts can be fast and convenient with our Switch Kit. We've provided the forms you will need to make the Switch as easy as possible. Simply print and mail to the appropriate companies and/or individuals. Switch your accounts to 1st Community Credit Union today!

1ST STEP: Open a membership account at 1st Community Credit Union

Visit our branch in Sparta, WI or West Salem, WI and select the accounts

and convenience cards that best fit your financial needs

2ND STEP: Change/Set Up Your Direct Deposits

Send notices to companies with which you have direct deposit using our

Direct Deposit Authorization Form

____Employer Deposit

____Brokerage Deposit

_____Government Deposit

____Child Suppor

____Court-Ordered Deposit

____Social Security Deposit

____Other ___________________________________________________

3RD STEP: Change Any Automatic Payments/Withdrawals

Send a written notice to companies who automatically take payments from your account using the Automatic Withdrawal Authorization Form

____Utilities: ____Electric ____Phone/Cell

____Water ____Internet

___Gas ___Cable/Satellite

____Mortgage/Rent

____Auto

____Credit Card

____Investments

____Club Membership/Association Fees

____Online Billing or Other ____________________________________

4TH STEP: Close Your Old Account

Once your direct deposits and automatic withdrawals are switched to 1st CCU you are ready to close your old account by mailing the Account Closing Authorization Form

ADDITIONAL STEPS THAT CAN SAVE TIME & MONEY:

____Transfer high-balance credit card balances to a 1st CCU Credit Card ____Refinance loans held at previous financial institution(s) & set up free AutoPay Transfers ____Enroll in free Internet Banking, eStatements, and eAlerts at 1st CCU ____Set up Online Bill Pay

COMMIJNITY " CREDIT UNION

Company Name: Company Address: City/State/Zip:

DIRECT DEPOSIT AUTHORIZATION

Date:

Phone:

RE: Change Of Direct Deposit Routing To Whom It May Concern:

You are currently making direct deposits on my behalf to account #______________________ and/or

(CHECKING)

account #___________________ with __________________________________________________.

(SAVINGS)

(NAME OF PREVIOUS FINANCIAL)

I hereby authorize you to discontinue direct deposits to the account(s) listed above and immediately begin sending my direct deposits to my account at:

1st Community Credit Union PO Box 167 1000 W. Wisconsin St Sparta, WI 54656

ROUTING NUMBER: 275981909

Deposit Instructions:

D Please deposit entire amount to account number __________________________ checking/savings (circle one)

D Please deposit $__________ to account number __________________________ checking/savings (circle one)

AND deposit the remainder to account number __________________________ checking/savings (circle one)

I authorize: Above listed entity to initiate deposit of my funds to my 1st Community Credit union account(s) 1st Community Credit Union to credit entries to my account(s) This authorization to remain in effect until I send written notice of change or cancellation

________________________________________________________ ______________________________

Signature

Date

Print Name of Employee/Recipient of Direct Deposit: Employee/Recipient Address: City/State/Zip:

Date: Phone:

JS COMMUNITY~ CREDIT UNION

Company Name: Company Address: City/State/Zip:

AUTOMATIC WITHDRAWAL AUTHORIZ ATION

Date: Your Account Number With This Company

Phone:

RE: Change In Automatic Withdrawal To Whom It May Concern:

You are currently withdrawing $________________on a _______________________ basis for my

(AMOUNT)

(WEEKLY, BI-WEEKLY, MONTHLY)

_______________________________________ payment from account #______________________

(WHAT IS THE PAYMENT FOR)

at __________________________________________________.

(NAME OF PREVIOUS FINANCIAL)

Effective _________________________ please stop making withdrawals from that account.

Please begin withdrawals from my CHECKING/SAVINGS account at:

(CIRCLE ONE)

ACCOUNT NUMBER:

1st Community Credit Union PO Box 167 1000 W. Wisconsin St Sparta, WI 54656

ROUTING NUMBER: 275981909

Include a voided check or deposit ticket with this form when sending

I authorize: Above listed entity to initiate deposit of my funds to my 1st Community Credit union account(s) 1st Community Credit Union to credit entries to my account(s) This authorization to remain in effect until I send written notice of change or cancellation

________________________________________________________ ______________________________

Signature

Date

If you have any questions about this request please call me during the DAY/EVENING at the phone number below

(CIRCLE ONE)

Print Name: Address: City/State/Zip:

Date: Phone:

JSTCOMMUNITY~

CREDIT UNION

Company Name: Company Address: City/State/Zip:

ACCOUNT CLOSING AUTHORIZ ATION

Note: Verify that all of your automatic payments and direct deposits have been switched to your new 1st CCU account prior to sending the Account Closing Authorization Form.

IDate:

Your Account # With This Company

IPhone:

RE: Account Closeout To Whom It May Concern: Account #______________________________________

__Checking __Savings __Money Market __Other

Account #______________________________________ __Checking __Savings __Money Market __Other

Account #______________________________________ __Checking __Savings __Money Market __Other

Account #______________________________________ __Checking __Savings __Money Market __Other

ID Verification: ___________________________________________________ (Social Security Number or Account Password)

Please send a check for the reamining balance(s) to:

D My new account at 1st Community Credit Union, PO Box 167, 1000 W. Wisconsin St, Sparta, WI 54656

ACCOUNT NUMBER:

ROUTING NUMBER: 275981909

CHECKING/SAVINGS (circle one)

D Me, at the address shown below

D If applicable, please cancel my debit/ATM card

________________________________________________________

Account Holder Signature 1

________________________________________________________

Account Holder Signature 2

______________________________

Date

______________________________

Date

I have also made arrangements to disconintue all direct deposits and automatic withdrawals from my account(s) with your financial institution. If you have any questions about this request please call me during the DAY/EVENING at the phone number below.

(CIRCLE ONE)

Print Name: Address: City/State/Zip:

Date: Phone:

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