Make the EASY SWITCH to FDIC FCU Checking
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Make the EASY SWITCH to FDIC FCU Checking
Open up your new accounts
Your first step is to open your new
FDIC FCU Savings Account. Once
this account is in place, you have ac-
cess to all of our benefits and other
accounts, including no fee checking
with direct deposit and low-cost
loans*.
Close down your old accounts
Be sure to leave your old accounts
active long enough to allow out-
standing checks and automatic
withdrawals to clear. Leave enough
money in place to cover these
transactions. This process may take
several weeks. Once youre sure that
the old accounts are inactive, you
can ask your previous institution
to send you the balance from that
account. Then you can destroy your
old checks, ATM/debit cards and
deposit slips.
Switch all automatic transactions
Access the EASY SWITCH kit forms
to help you contact the companies
and financial institutions which
handle your automatic deposits and
withdrawals. Well be happy to help
you with any of these forms.
Use this checklist to keep track of
people you may need to contact:
Direct Deposit:
q
Your employers human resources
department
q
The company handling your re-
tirement or pensions payments
q
Social Security Administration
Automatic Withdrawals/Payments:
q
Mortgage company
q
Homeowners insurance
q
Auto insurance
q
Life insurance
q
Other
Automatic Charges debit or credit cards:
q
Utility companies
q
Telephone company
q
Cable company
q
Other
Make the change
Use the convenient forms provided
to close your accounts and change
your Direct Deposit and automatic
withdrawals.
If you need help completing any of
them, just stop by a branch or con-
tact our 24/7 Member Services Call
Center at (800) 285-3286.
Once the forms are completed, sim-
ply mail them to:
FDIC FCU, P.O. Box 18539, Wash-
ington, DC 20036-8539 or fax them
to (703) 562-6030.
*All loans subject to an evaluation
of each applicants credit.
Make the EASY SWITCH to FDIC FCU Checking
To help you make a smooth and easy transition to our great products and services, we have developed
this EASY SWITCH kit. This kit includes everything you need for a quick and easy change. Please feel free
to stop by one of our branches, e-mail us at
MemberServices@FDICfcu.org
or contact our
24/7 Member
Services Call Center at (800) 285-3286
if you need assistance. Our knowledgeable and friendly staff will walk
you through the simple steps of switching your accounts to FDIC Federal Credit Union!
Switch Your Checking Account Today in only a few EASY steps
Name(s) on Account ______________________________________________________________________________ Date _____________________________
My Address____________________________________________________________________________________________________________________
City_________________________________________________________ State_________ Zip______________ Phone ____________________________
Previous Financial Institution Name _______________________________________________________ CLose Account #___________________________
Please send the
remaining balance of my checking account
to my new account as instructed below.
NEW
Financial Institution _________________________________________________________________
NEW
Account #____________________________
Address ________________________________________________________________________________________________________________________
FDIC FCU Routing No
.________________________________ Telephone __________________________ Fax________________________________
I authorize the closure of my checking account effective as of this Date
__________________________________________________
Signature ___________________________________________________________ Print Name ___________________________________________________
Joint Account Signature _________________________________________________ Print Name ___________________________________________________
Checking Account CloSUrE request
(Send to your
PReVIOUS
financial institution)
X
FDIC Federal Credit Union
PO Box 18539, Washington, DC 20036-8539
2 5 4 0 7 4 5 3 6
(800) 285-3286 (703) 562-6030
Please
close my checking account
per my instructions. If you have any questions about this request, please contact me.
X
www.
FDICfcu.org
(800) 285-3286
EQUAL OPPORTUNITY
LeNDer
Previous Financial Institution ___________________________________________________ Previous Account #_____________________________
Bank Routing No. _________________________________________________________________________Telephone______________________________
Please stop making withdrawals from the above account and
switch the payment withdrawal
to the following account:
NEW
Financial Institution _________________________________________________________________
NEW
Account #____________________________
FDIC FCU Routing No
.________________________________ Telephone __________________________ Fax________________________________
I authorize the
switch of my automatic withdrawal /payment
effective as of this
Date
____________________________________
Signature ________________________________________________________ Print Name __________________________________________________
My Address______________________________________________________________________________________________________________________
City_________________________________________________________ State_________ Zip______________ Phone ____________________________
Change my AUToMATIC WITHDrAWAl/PAYMEnT
(Mail to each
COMPany/Payee
)
You are currently withdrawing
$_____________
for my
_________________________
(what payment is for)
from the following account:
FDIC Federal Credit Union
2 5 4 0 7 4 5 3 6
(800) 285-3286 (703) 562-6030
Previous Financial Institution ___________________________________________________ Previous Account #_____________________________
Bank Routing No. _________________________________________________________________________Telephone______________________________
Please stop making deposits to the above account and
switch my direct deposit
to the following account:
NEW
Financial Institution _________________________________________________________________
NEW
Account #____________________________
FDIC FCU Routing No
.________________________________ Telephone __________________________ Fax________________________________
I authorize the
switch of my direct deposit
effective as of this
Date
________________________________________________________
Signature ________________________________________________________ Print Name __________________________________________________
My Address______________________________________________________________________________________________________________________
City_________________________________________________________ State_________ Zip______________ Phone ____________________________
Change request for my DIrECT DEPoSIT
(Give/mail to
eMPlOyeR/DePOSItOR
)
You are currently depositing
q
MY ENTIRE PAYCHECK
;
q
PART OF MY PAYCHECK
;
q
MY RETIREMENT/PENsION PAYMENTs
or
q
MY sOCIAl sECURITY BENEFITs
(check only one)
to the following account:
FDIC Federal Credit Union
2 5 4 0 7 4 5 3 6
(800) 285-3286 (703) 562-6030
X
X
Previous Financial Institution ___________________________________________________ Previous Account #_____________________________
Bank Routing No. _________________________________________________________________________Telephone______________________________
Please stop making withdrawals from the above account and
switch the payment withdrawal
to the following account:
NEW
Financial Institution _________________________________________________________________
NEW
Account #____________________________
FDIC FCU Routing No
.________________________________ Telephone __________________________ Fax________________________________
I authorize the
switch of my automatic withdrawal /payment
effective as of this
Date
____________________________________
Signature ________________________________________________________ Print Name __________________________________________________
My Address______________________________________________________________________________________________________________________
City_________________________________________________________ State_________ Zip______________ Phone ____________________________
Change my AUToMATIC WITHDrAWAl/PAYMEnT
(Mail to each
COMPany/Payee
)
You are currently withdrawing
$_____________
for my
_________________________
(what payment is for)
from the following account:
FDIC Federal Credit Union
2 5 4 0 7 4 5 3 6
(800) 285-3286 (703) 562-6030
X
Previous Financial Institution ___________________________________________________ Previous Account #_____________________________
Bank Routing No. _______________________________________________