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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