People's Community Federal Credit Union

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Account Switch Kit

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
1. Open a new membership account online. You can also visit a branch to apply.
2. Download and mail all the necessary forms below and print the checklist to mark your progress.
3. Close your account at your old financial institution. Verify that all checks, card transactions, and scheduled bill payments have cleared your old checking account.

Checklist

  Print the checklist PDF
Check off the boxes on a printed copy as you complete the tasks listed below.

Account Switch Kit

Direct Deposit Change Request PDF
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 DepositPDF
Send written notice to set up direct deposits with any new companies or individuals.

People's Community Credit Union
Routing/Transit number:
  323383394
Authorization for Canceling Automatic Payments PDF
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 PDF
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 PDF
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 PDF
Send written notice to your old financial institution informing them you are closing your account.

 

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