Switching Your Accounts is as Easy as 1 – 2 - 3!
Ready to move your accounts to SCCU? Follow these simple steps to get started or stop by one of our branches or call the Member Service Center if you need assistance.
Step 1: CLOSE DOWN your old account at your other bank
Close down your account at your other financial institution.
Be sure to leave your old accounts active long enough to allow outstanding checks and automatic withdrawals to clear. Leave enough money in place to cover these transactions.
Once you're sure that the old accounts are inactive, you can ask your previous financial institution to send you the balance from that account. Then you can destroy your old checks, ATM/debit cards and deposit slips.
Ask your previous financial institution for a Close Account Form and mail it when you’re ready.
Step 2: SWITCH OVER your AUTOMATIC TRANSACTIONS
Contact the companies and financial institutions that handle your automatic deposits and withdrawals to update your information. Provide them with your routing and account number for your new SCCU account.
Direct Deposits Into Your Account
Your employer's human resources department
The company handling your retirement or pension payments, or the Social Security Administration
Most companies will accept SCCU’s Direct Deposit Change Form
Companies/People Making Automatic Withdrawals from Your Account
Mortgage company/Homeowner's insurance
Auto insurance/Life insurance
Utilities, credit cards, car payments
To find the routing and account numbers for your old account, look at the bottom of your checks for a series of numbers:
Step 3: DOUBLE CHECK and You're Done!
Make sure you’ve provided your new account information to the companies who deposit into your account or make automatic withdrawals. Once you’ve made the switch, you will be set to take full advantage of your new SCCU account!
If you want to open additional accounts or apply for a loan, contact Express Sales