Switch Kit
SWITCH
*The instructions below will be displayed when you click on the SWITCH button
1. Open your new account(s) with CTFCU We offer a number of account choices to meet your needs. Click on the SWITCH button above to get the account opening form and print it out. Complete the account opening form and bring it to our office. After your new account is open, stop using your old account. Use this time to destroy any unused checks, ATM and debit cards, and deposit slips
2. Change Your Direct Deposits. Direct Deposit simplifies everything! Use the form provided when you click on on our SWITCH button and print out as many copies as you need to give to your employer or other payment source so your funds can be automatically deposited into your new account.
3. Change Your Automatic payments. Use the form for this when you click on our SWITCH button and print out as many copies as you need to change all automatic withdrawals or automated payment services. Don’t forget about those that use your old debit card number, such as automatic payments online.
4. Close Your Old Accounts. Use the form for this when you click on our SWITCH button and print out as many copies as you need. We can help you fill in the blanks on this form and then you just sign it. This form will notify your old financial institution about the accounts you are closing and gives directions for disbursement of any remaining funds in those accounts. You will need to know your old account numbers in order to close these accounts.