Switch your account to People’s Community Federal Credit Union
People’s has made moving your account from your previous financial institution fast and convenient with our Switch Kit. All the letters and forms you will need to make this transition as easy as possible are provided here. All you need to do is fill out the forms online, print them and mail the letters to the appropriate companies or individuals.
Three Simple Steps to Switch
- Open a new membership account online. You can also visit a branch to apply.
- Download and mail all the necessary forms below and print the checklist to mark your progress.
- Close your account at your old financial institution. Verify that all checks, card transactions, and scheduled bill payments have cleared your old checking account.
Account Switch Kit |
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Direct Deposit Change Request Send written notices to companies that you have direct deposit with (employer, government deposits, pension, transfers from other financial institutions, investment dividends, child support or court-issued deposits, etc.) notifying them that you want to switch your direct deposits to your new account at People’s Community Federal Credit Union. |
Authorization Agreement for Direct Deposit Send written notice to set up direct deposits with any new companies or individuals. To change Social Security deposits, visit: www.ssa.gov/deposit/howtosign.htmOr call the Social Security Administration at: 1-800-772-1213 (TTY 1-800-325-0778)People’s Community Credit Union Routing/Transit number: 323383394 |
Authorization for Canceling Automatic Payments Send written notices to companies who automatically take payments from your checking account (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to other banks, child support or court issued payments, etc.) notifying them that you are closing the account. |
Authorization for Transferring Automatic Payments Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial institution to People’s Community Federal Credit Union. |
Authorization for Automatic Payment Send a notification to companies in order to set up new automatic payments. |
Verify that your direct deposits and automatic payments have begun posting to your new People’s Community Federal Credit Union account. |
Account Closing Request Send written notice to your old financial institution informing them you are closing your account. |
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Account Switch Kit in Vancouver WA
Serving Greater Vancouver WA