C US Bank Switch Kit

OPTION 1: On-Line Switch Kit

Use our convenient Online Switch Kit to make the switch. We provide the tools to transfer your direct deposits, change automatic payments, and close your old accounts. This process is easy, quick, and secure.
Before you begin…

• Open a CUSB Bank checking account. Visit one of our convenient locations today!
• Make sure all checks have cleared on the checking account you are closing. (Use Closing Your Old Account  and Balance Your Account forms below.)
• Make certain enough funds are available in your CUSB Bank checking account to cover any automatic payments you will be establishing. (Use Change Automatic Payment, Change Direct Deposit, and Track Your Account forms below.)
• Double check the maturity dates of accounts in order to avoid possible penalties.
• Make sure you have bank account numbers, other account numbers, and other pertinent information on hand when filling out the Switch Kit forms.

Forms

Closing Your Old Account

This form will notify your old bank that you are closing your account(s). Allow at least 30 days for outstanding checks to clear.
Balance Your Account

This form will help you balance your old account to make sure all outstanding transactions are clear.
Change Automatic Payment

This form will notify companies to switch the account they are currently drafting for your automatic payments (utilities, mortgage, health clubs, credit cards, etc.)
Change Direct Deposit

You will need this form to switch the account to which your direct deposit is currently being credited. For changing Social Security deposits, go to www.ssa.gov/deposit/howtosign.htm  or call 1-800-772-1213.
Track Your Account

Use this form to track that all automatic payments and direct deposits have cleared your new CUSB Bank account.
 

OPTION 2: In-Branch Switch Kit

If you would like one-on-one help switching your accounts, we’re ready to help you! See us today!