At Credit Union Advantage, we provide you with an easy way to make the switch from other financial institutions. Just click on the links below to obtain the forms you’ll need, along with a checklist to help you organize the transferring of your accounts.
Of course, our Member Service Representatives are available to help you every step of the way. Call or stop by the credit union office and we’ll help you with the entire process.
Switch Kit Transfer Checklist: To help you organize and track your changes.
Direct Deposit Enrollment Form: Provide to other personnel departments to authorize direct deposit to Credit Union Advantage.
Automatic Payment Cancel Form: Provide to company/payee to cancel your current automatic payment.
Automatic Payment Change Form: Provide to company/payee to have your payments made through your Credit Union Advantage account.
Close Account Request Form: Provide to your current financial institution to close your account.
CAUTION: Before you close an account at another financial institution, please be sure there are no outstanding transactions that have not cleared your account. We recommend you leave a balance in that account until you are sure that all transfers to Credit Union Advantage are completed.
Make the switch to Credit Union Advantage and enjoy the full benefits of credit union membership.