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SWITCH KIT CHECKLIST
SWITCH
KIT
CHECKLIST
Switch your Direct Deposits / Automatic Payments to your new CommunityAmerica Checking Account.
Determine the companies that automatically deposit into / withdrawal from your previous checking account.
Notify those companies of your new checking account information. Notification can usually be handled via
phone, company website or mail. You can use the Automatic Deposit/Payment Transfer Form to easily
change your checking account information.
This is also a great time to set up new Direct Deposit and Automatic Payments.
Direct Deposit / Automatic Payment Checklist
Thank you for opening your CommunityAmerica checking account! As you switch your direct deposits and automatic
payments to your new account, use this checklist to keep track of your progress.
Your CommunityAmerica Checking Account Information
Account Number: __________________ Routing & Transit Number (ABA): 301081508
COMPANY NAME
PHONE
ACCOUNT NUMBER
NOTES
SWITCHED
Direct Deposits
Employer
Employer
Retirement/Pension
Social Security Admin.
800-772-1213
Automatic Payments
Auto Insurance
Brokerage Account
Cable/Satellite
Cell Phone
Credit Card
Electric
Gas
Gym Membership
Home Phone
Life Insurance
Loan
Mortgage
Trash
Water/Sewer
Close your old checking account.
Be sure to keep your old checking account active with sufficient funds to cover any outstanding transactions, checks and
automatic payments. Once all items have cleared, contact your old financial institution and request that they close your
account and send you the remaining balance.
Destroy your old checks and ATM/debit card(s).
You can bring your old checks and ATM/debit card(s) to any CommunityAmerica branch and we will destroy them securely.
We will send you a confirmation letter when all of your automatic deposits and withdrawals listed above have been successfully
switched to your CommunityAmerica checking account. If you need assistance or have any questions about switching, please
contact CommunityAmerica at 913.905.7000 ext. 2015.
AUTOMATIC DEPOSIT / PAYMENT TRANSFER ACCOUNT CHANGE
Date:
To:
(Company Name)
(Address)
(City, State and Zip)
From:
(Customers Name)
Re: Account Number
(if applicable)
This memo serves as notification that I have established a new account with CommunityAmerica Credit Union.
Please stop making deposits to / withdrawals from the account at:
Listed below is the relevant account and routing information needed for you to change my automatic deposit /
payment to my new CommunityAmerica account.
If this form is not sufficient to change my automatic deposit / payment, please forward your authorized
company form for my signature.
CommunityAmerica Account Information:
Check one:
Check one:
Automatic Deposit
Checking
Automatic Payment
Savings
Member Signature and Address:
Authorized Member Signature
Phone Number
Street Address
City, State and Zip
CommunityAmerica Contact Information:
CommunityAmerica Financial Representative
Title
Phone Number
ext.
PO Box 15950, Lenexa, KS 66285-5950
(Name of financial institution)
Account Number:
Routing & Transit Number (ABA): 301081508
Address: PO Box 15950, Lenexa, KS 66285-5950
Phone Number: 800-892-7957