EZ Switch Kit
NorState Federal 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, complete the required information, bring the forms to any NorState office and we'll fax or mail it for you, at our expense.
Four Simple Steps to Switch
|1.||Open a membership account. You may do this by visiting any of our branch locations or by downloading a Membership Application.|
|2.||Download and complete all the necessary forms below and print the checklist to mark your progress.|
|3.||Verify that all checks, card transactions, and scheduled bill payments have cleared your old checking account.|
|4.||Close your account at your old financial institution.|
Print the checklist
Check off boxes on printed copy as you complete items.
|Direct Deposit Change Request
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 NorState Federal Credit Union account.
|Authorization Agreement for Direct Deposit
Notices to set up direct deposits with any new companies or individuals.
|Authorization for Canceling Automatic Payments
Notices to companies that automatically take payments from your checking (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to banks, child support or court issued payments) notifying them that you are switching the account.
|Authorization for Transferring Automatic Payments
Notification with your new account if you wish to continue automatic payments at NorState Federal Credit Union.
|Authorization for Automatic Payment
Notification if you wish to add new automatic payments.
|Contact companies that take payments from your old checking account using a debit card. Inform them of your new NorState Federal Credit Union Check Card number and expiration date. (If you prefer, you may set up this payment up as an automatic payment rather than debit card payment using the Authorization for Automatic Payment Form.|
Verify your direct deposits and automatic payments have begun posting to your new account, before closing your previous accounts.
Account Closing Request
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