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POSTAL4065-DHA10/04
www.postalfed.org (417) 887-1983 or 1-800-864-5301
S
witch
your checking account with ease.
Make your transition as smooth as possible
with this handy guide outlining the few
simple steps it takes to make the great switch
to a PFCCU checking account. Once you have
opened your PFCCU checking account, then
fill out the forms on the following pages and
send them to the appropriate parties. We have
also included a convenient checklist to help
you through the switch. POSTAL4065-DHA10/04
www.postalfed.org (417) 887-1983 or 1-800-864-5301
Direct Deposit Change Form
Submit this form to your human resource or payroll office.
STEP O
N
E
To Whom It May Concern:
Please redirect my direct deposit per my instructions to the financial institution
listed below:
I authorize my direct deposit to be routed to:
Postal Federal Community Credit Union
1983 E. Seminole
Springfield, MO 65804
Routing # 286582805
Member# _______________________ Checking Savings
(new members use your SSN)
Employee Name_______________________________________________________
Street Address________________________________________________________
City___________________________State___________________Zip____________
Social Security # or Employee ID__________________________________________
Previous Financial Institution_____________________________________________
Acct. #________________________________________________________________
Employee
Signature____________________________________Date_____________________ POSTAL4065-DHA10/04
www.postalfed.org (417) 887-1983 or 1-800-864-5301
Automatic Payment Change Form
Submit this form to the company or payee receiving automatic payments.
STEP T
W
O
To Whom It May Concern at :_____________________________________________
(Merchant/Payee Name)
Please route my automatic payment per my instructions to the financial institution
listed below:
Name________________________________________________________________
Street Address________________________________________________________
City___________________________State___________________Zip____________
Acct. #________________________________________________________________
I authorize my automatic payment to be debited: Monthly Weekly
Effective: Immediately Beginning:___________________
(Date)
From my account at:
Postal Federal Community Credit Union
1983 E. Seminole
Springfield, MO 65804
Routing # 286582805
Member# _______________________ Checking Savings
(new members use your SSN)
Signature____________________________________Date_____________________
You should complete one change form for every automatic payment merchant
for which you have scheduled e-debits from your previous account.
Please make additional copies from this form as needed. POSTAL4065-DHA10/04
www.postalfed.org (417) 887-1983 or 1-800-864-5301
Checking Account Closure Form
Submit this form to your old financial institution.
STEP
THREE
To Whom It May Concern at :_____________________________________________
(Previous Financial Institution)
Please close my account as instructed here and forward the remaining balance
from the account, including any interest accrued (if applicable), to the financial
institution shown below:
Name(s) on the Account________________________________________________
Street Address______________________________________________________
___
City___________________________State___________________Zip____________
Checking Account Number to be closed:___________________________________
I authorize the closure of my account effective as of this date:_________________
Please transfer the remaining balance to:
Postal Federal Community Credit Union
1983 E. Seminole
Springfield, MO 65804
Routing # 286582805
Member# _______________________ Checking Savings
(new members use your SSN)
Primary Account Owners Signature
____________________________________________Date_____________________
Joint Account Owners Signature
____________________________________________Date_____________________ POSTAL4065-DHA10/04
www.postalfed.org (417) 887-1983 or 1-800-864-5301
Did You Remember Everything?
Check off the items on this list as you make your switch. By the time you get to the end,
your checking account will be moved quickly and easily.
C
H
E
C
K
LIST

Join the credit union (if youre not a member already)
and open the PFCCU checking account of your choice.

Make sure all checks have cleared your old checking account.

Leave enough funds in your old checking account to cover
any outstanding debits.

Send the Step One form to your Human Resources or Payroll Department

Send the Step Two form(s) to merchants who take automatic payments
from your checking account.

Once you are certain all direct deposits and automatic payments have
moved to your new account, send the Step Three form to your old
bank to close out your checking account.
Heres a quick reminder list of possible direct deposits
and automatic payments made to and from your account:
Direct Deposits
Payroll
Social Security
(contact us for the proper form)
Government
(contact us for the proper form)
Automatic Payments
Mortgage
Investments
Loans
Electricity
Telephone
Cable
Internet
Charities
Credit Cards
Congratulations, and thank you for making the switch
to a great PFCCU checking account!