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CHECKING  ACCOUNT  SWITCH  KIT  

It’s  never  been  easier  to  make  the  switch  to  First  United  Credit  Union!  You  can  move  accounts  

and  transfer  balances  from  other  financial  institutions  to  First  United  in  just  a  few  easy  steps.  

I’M  READY  TO  SWITCH  AND  SAVE!  

DIRECT  DEPOSIT  AUTHORIZATION  

I  hereby  authorize  my  direct  deposit  to  be  sent  to  my  First  United  CU  account,  Routing  Number  272480775.   Please  make  this  change  effective  as  of:  

 

_____/_____/_____  

Name:  _______________________________________________________________________________   Telephone:  ___________________________________________________________________________   First  United  CU  Account  Number:  _________________________________________________________   Previous  Financial  Institution:  ____________________________________________________________   Account  Number:  ______________________________________________________________________   Address:  _____________________________________________________________________________   City,  State,  Zip:  ________________________________________________________________________   Signature:  ____________________________________________________Date:  ___________________

 

DIRECT  DEPOSIT  AUTHORIZATION  

I  hereby  authorize  my  direct  deposit  to  be  sent  to  my  First  United  CU  account,  Routing  Number  272480775.   Please  make  this  change  effective  as  of:  

 

_____/_____/_____  

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ACCOUNT  CLOSURE  AUTHORIZATION  

I  hereby  authorize  the  closure  of  my  account(s).  I  have  verified  all  my  outstanding  checks  have  cleared  (if   applicable)  and  all  previous  direct  deposits  and  automatic  payments  have  been  stopped.  

Previous  Financial  Institution:  ____________________________________________________________   Account  Number:  ______________________________________________________________________   Address:  _____________________________________________________________________________   City,  State,  Zip:  ________________________________________________________________________   Name:  _______________________________________________________________________________   Telephone  Number:  ____________________________________________________________________   Joint  Owner  (if  applicable):  ______________________________________________________________  

Please  Mail  Balances  to:  First  United  CU,  3140  Ivanrest  Ave  SW,  Grandville  MI  49418-­‐1445  

Signature:  ____________________________________________________Date:  ___________________

 

State  of  Michigan  

County  of  ____________________________________________________________________________  

On  ________________________,  before  me,  ________________________________________________   Personally  appeared____________________________________________________________________,   Who  proved  to  me  on  the  basis  of  satisfactory  evidence  to  be  the  person(s)  whose  name(s)  is/are   subscribed  to  the  within  instrument  and  acknowledged  to  me  that  he/she/they  executed  the  same  in   his/her/their  authorized  capacity  (ies),  and  that  by  his/her/their  signature(s)  on  the  instrument  the   person(s),  or  entity  upon  behalf  of  which  the  person(s)  acted,  executed  the  instrument.  

I  certify  under  PENALTY  OF  PERJURY  under  the  laws  of  the  State  of  Michigan  that  the  foregoing   paragraph  is  true  and  correct.  

WITNESS  my  hand  and  official  seal.  

     

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ACCOUNT  CLOSURE  AUTHORIZATION  

I  hereby  authorize  the  closure  of  my  account(s).  I  have  verified  all  my  outstanding  checks  have  cleared  (if   applicable)  and  all  previous  direct  deposits  and  automatic  payments  have  been  stopped.  

Previous  Financial  Institution:  ____________________________________________________________   Account  Number:  ______________________________________________________________________   Address:  _____________________________________________________________________________   City,  State,  Zip:  ________________________________________________________________________   Name:  _______________________________________________________________________________   Telephone  Number:  ____________________________________________________________________   Joint  Owner  (if  applicable):  _______________________________________________________________  

Please  Mail  Balances  to:  First  United  Credit  Union,  3140  Ivanrest  Ave  SW,  Grandville  MI  49418-­‐1445  

Signature:  ____________________________________________________Date:  ___________________  

State  of  Michigan  

County  of  ____________________________________________________________________________  

On  ________________________,  before  me,  ________________________________________________   Personally  appeared____________________________________________________________________,   Who  proved  to  me  on  the  basis  of  satisfactory  evidence  to  be  the  person(s)  whose  name(s)  is/are   subscribed  to  the  within  instrument  and  acknowledged  to  me  that  he/she/they  executed  the  same  in   his/her/their  authorized  capacity  (ies),  and  that  by  his/her/their  signature(s)  on  the  instrument  the   person(s),  or  entity  upon  behalf  of  which  the  person(s)  acted,  executed  the  instrument.  

I  certify  under  PENALTY  OF  PERJURY  under  the  laws  of  the  State  of  Michigan  that  the  foregoing   paragraph  is  true  and  correct.  

WITNESS  my  hand  and  official  seal.  

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AUTOMATIC  PAYMENT  NOTICE  

Name:  _______________________________________________________________________________   Telephone  Number:  ____________________________________________________________________   Account  Number:  ______________________________________________________________________  

I  hereby  authorize  you  to  redirect  future  automated  payments  to  my  new  First  United  CU  checking  account.  I   have  attached  a  copy  of  a  new  voided  check  for  reference.  Please  make  this  change  effective  as  of:    

_____/_____/_____  

Vendor/Financial  Institution:  _____________________________________________________________   Account  Number:  ______________________________________________________________________   Address:  _____________________________________________________________________________   City,  State,  Zip:  ________________________________________________________________________   Telephone  Number:  ____________________________________________________________________   Signature:  ____________________________________________________Date:  ___________________

 

FIRST  UNITED  CREDIT  UNION  

3140  Ivanrest  Ave  SW   Grandville  MI  49418-­‐1445   Toll  Free:  866-­‐255-­‐1004   Fax:  616-­‐532-­‐9196   Email:  [email protected]    

AUTOMATIC  PAYMENT  NOTICE  

Name:  _______________________________________________________________________________   Telephone  Number:  ____________________________________________________________________   Account  Number:  ______________________________________________________________________  

I  hereby  authorize  you  to  redirect  future  automated  payments  to  my  new  First  United  CU  checking  account.  I   have  attached  a  copy  of  a  new  voided  check  for  reference.  Please  make  this  change  effective  as  of:  

_____/_____/_____  

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EASY  CHECKING  ACCOUNT  SWITCH  CHECKLIST  

We  are  excited  you  have  chosen  to  make  the  move  to  First  United  CU.  We  know  you  will  save  time  and   money  with  the  benefits  you  receive  from  being  a  member.    

REVIEW  THIS  LIST  FOR  COMPANIES  YOU  MAY  NEED  TO  CONTACT  REGARDING  YOUR  NEW  CHECKING   ACCOUNT:    Mortgage      Loan  Payments      Cable/Internet      Investments      Insurance    Cell/Mobile      Charities      Gym      Utilities      Credit  Card  

NOW  THAT  YOU  HAVE  REQUESTED  TO  HAVE  YOUR  ACCOUNT(S)  MOVED  FROM  ANOTHER  FINANCIAL   INSTITUTION  TO  FIRST  UNITED  CU,  THERE  ARE  A  FEW  ITEMS  YOU  SHOULD  KEEP  IN  MIND:  

1.  You  should  refrain  from  using  your  account(s)  at  the  other  financial  institution  for  at  least  two  (2)   weeks.  This  should  allow  time  for  any  checks  and  automatic  withdrawals  or  debit  card  transactions  to   clear.  If  all  items  are  not  allowed  to  clear  before  the  account  is  closed,  you  could  incur  a  NSF  fee.   2.  If  you  elect  to  have  your  paycheck  automatically  deposited  into  your  First  United  CU  account,  you   should  contact  your  employer  regarding  the  form(s)  they  require  to  process  your  request.  Your  

employer  will  need  your  First  United  CU  account  number  and  our  routing  number,  which  is  272480775.   3.  While  waiting  for  your  other  account(s)  to  close,  you  should  deposit  enough  money  into  your  new   First  United  CU  account  to  cover  any  miscellaneous  charges,  such  as  the  cost  of  checks.  

If  you  have  any  questions  regarding  your  new  First  United  CU  account,  please  don’t  hesitate  to  contact   us  at  866-­‐255-­‐1004.  Our  staff  is  dedicated  to  making  your  transition  to  First  United  CU  as  easy  and   hassle  free  as  possible.  

Use  your  most  recent  account  statement  from  your  current  financial  institution  and  make  a  list  of  your   direct  deposits  and  automatic  withdrawals.    

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                                                                        AUTOMATIC  

WITHDRAWALS   NEXT  EXPECTED  DATE  

 

COMPANY  NAME  

  ACCOUNT  #   NOTIFIED  DATE  

References

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