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Switching To O Bee Credit Union Is Easy


 

Membership Switch Kit

O Bee Credit Union has made moving your accounts 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…so all you have to do is print and mail them  to the appropriate companies and/or individuals.

Three Simple Steps to Switch 

 

1. Open a membership account. You may do this by visiting any of our branch locations or by going to our online EZ Loans and  Membership Application.
2. Download and mail all the necessary forms below.
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.

 Switch Kit ~ Checklist
 

icon_printPrint the checklist 
Please click on the appropriate form below, complete, print and send to the appropriate organization today!

pdf_Icon Direct Deposit Change Request
Send written notices to companies with which you have direct deposit (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 O Bee Credit Union.
pdf_Icon 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.htm
Or call the Social Security Administration at:
1-800-772-1213 (TTY 1-800-325-0778)
O Bee Credit Union Routing/Transit number: 325180977
pdf_Icon 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.
pdf_Icon 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 O Bee Credit Union.
pdf_Icon 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 O Bee Credit Union account.
pdf_Icon Account Closing Request
Send written notice to your old financial institution informing them you are closing your account.

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