Switch Kit. Membership. is so easy! Our. The Advantages of. Now you can switch with ease.

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Switch

Kit

Now you

can switch

with ease.

100 Quincy Avenue • Quincy, MA 02169 617-479-5558 Fax: 617-479-1209

519 Columbian Street • Weymouth, MA 02190 781-340-7117 Fax: 781-340-7199 Drive-Up Window: Monday-Thursday 7:30 am - 4:30 pm Friday 7:30 am - 6:30 pm Saturday 8:30 am - Noon Hours of Operation Lobby: Monday-Thursday 8:30 am - 5:00 pm Friday 8:30 am - 7:00 pm Saturday 8:30 am - 12:30 pm

Munroe Building: 1259 Hancock Street, Quincy Quincy Medical Center: 114 Whitwell Street, Quincy Quincy Police Department: 1 Sea Street, Quincy Quincy Walk-up/Drive Up: 100 Quincy Avenue, Quincy Weymouth Drive Up: 519 Columbian Street, Weymouth

Drive-Up Window:

Mon-Wed & Friday 8:30 am - 4:30 pm Thursday 8:30 am - 6:30 pm

Saturday 8:30 am - Noon

Hours of Operation

Lobby:

Mon-Wed & Friday 8:30 am - 5:00 pm Thursday 8:30 am - 7:00 pm Saturday 8:30 am - 12:30 pm

MAIN OFFICE

BRANCH

ATM Locations

Website

www.qcu.org

Toll Free

866-479-5558

Switch Kit

We have developed a simple system to

help you make a smooth and easy

transition to our services. This kit

includes everything you need for a quick

change. Please feel free to stop by our

oﬃce or give us a call if you need

assistance. Our friendly staﬀ will walk

you through the simple steps of

changing your accounts to

Quincy Credit Union.

Our

is so easy!

The Advantages of

Membership

When you join Quincy Credit Union,

you become a part of our Credit Union

Family. We take pride in oﬀering the

very best personalized ﬁnancial

products to our family members. We

are committed to treating each

Member of our family as an individual,

not a number. Our superior Member

Service is the cornerstone of our

business philosophy.

Our products and services include:

• Savings accounts

• Checking accounts

• Low-cost loans of all kinds

• Electronic Services

• VISA® Classic Credit Cards

• ATM/Debit Cards

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Make the Change

We’ve written up some form letters to

help make your switch-over easier. Use

these convenient forms to close your

accounts, change your direct deposit*

and automatic withdrawals. If you need

help completing any of them, just stop by

Quincy Credit Union or give us a call.

Let Us Help You Complete Your

Move to Quincy Credit Union.

You’ve joined Quincy Credit Union to beneﬁt from the great rates, low fees, and exceptional products and services that only Members can enjoy. If you’re like most of us, you don’t have much time to spend moving your accounts from your current ﬁnancial institution to QCU. No problem! We’re going to make it easy.

This switch kit includes a few simple forms to change your direct deposit and any automatic payments from your current checking account to QCU. It only takes a few minutes to begin enjoying the many beneﬁts we have to oﬀer. Please follow these simple steps:

Your next step is to open your new QCU checking account. Once this account is open, we can start the process of closing your old checking account. An Open New Checking Account Form is included within the pocket of this brochure to assist you with opening your checking account.

The enclosed forms will help you contact the companies and ﬁnancial institutions which handle your automatic deposits and withdrawals. You’ll need to send the form to anyone who debits funds from your old bank account. Simply use the following checklist to keep track of individuals and businesses you may need to contact:

Open Up

your new accounts

Switch Over

your automatic

transactions

Direct Deposit

Your employer’s human resources or payroll department

The company handling your retirement or pension payments

Social Security Administration

Anyone who makes automatic

withdrawals from your account or

automatic charges to your old debit card

• Your mortgage company • Homeowners insurance • Auto insurance • Life insurance • Utility companies • Telephone company • Cable company • Health club • Online subscriptions • Other _________________________________

Close Down

your old accounts

Included in the pocket of this brochure is a Close Checking Account Form that lets your old ﬁnancial institution know that you wish to close your account, as well as what to do with the remaining funds in the account. Be certain to leave enough funds in your old accounts to allow outstanding checks and automatic withdrawals to clear. This process may take several weeks. Once you’ve conﬁrmed the old accounts are inactive, you can destroy your old checks, ATM/debit cards, and deposit slips. Or you can bring them here and we will shred them for you.

You’re Done!

Welcome to

Quincy Credit Union!

Frequently Asked Questions

About Moving Accounts to

Quincy Credit Union

How do I close my accounts at other

ﬁnancial institutions and move them to

Quincy Credit Union?

What about any outstanding checks that I

have written on my current account?

What about the bills I pay automatically

from my other account?

How can I switch my Direct Deposit/

Payroll Deduction to QCU?

Simply complete the Checking Account Closing Form included with this kit. We will mail or fax it to your other ﬁnancial institution. You can even request that the remaining balance on your account is sent to your new Quincy Credit Union account.

You will need to make certain that all checks and automatic debits have cleared before completely closing your accounts. We will assist you in balancing your check book if necessary.

We will assist you in completing the Change

Automatic Withdrawal Form enclosed in this kit. We will mail or fax it for you to the companies that receive your automatic payments. It can take up to 30 days from the time they receive your request to switch automatic payments over to your QCU account. If you need additional copies of this form, please let us know — we will make additional copies for you.

We can help you complete the Change Payroll Direct Deposit Form enclosed in this kit, so you can give it to your employer. Your paycheck will

automatically be deposited in your QCU account each pay day. Check with your employer/payroll department to discover when your direct deposit will begin with Quincy Credit Union.

*If you receive deposits other than payroll direct deposit, such as retirement or Social Security payments, contact the depositor for instructions on changing these deposits to your new Quincy Credit Union account.

To ﬁnd the account numbers for your old account, look at the bottom of your checks for a series of numbers:

Bank routing numbers are the ﬁrst nine digits of the series, beginning with a number between 01 and 12 or 21 and 32.

Bank Routing

Number AccountNumber NumberCheck Account Number

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Please print.

Date Address

To whom it may concern:

Please close my account ________________________ (account number), eﬀective immediately

and send a check for the remaining balance to me at the address listed below. Account type(s): Checking Savings Money Market All Accounts If you have any questions about this request, contact me during the

DAY / EVENING (circle one) at (________) ____________________(phone number).

Thank you. Sincerely,

Address

Close

checking account form

City State Zip Joint Owner’s Name (Please Print) Primary Owner’s Name (Please Print)

Joint Owner’s Signature Primary Owner’s Signature

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Please print. Date

Employer/Depositor Name Address

You are currently depositing MY ENTIRE PAYCHECK/ PART OF MY PAYCHECK(circle one)

to the following account:

Old Financial Institution Name _________________________________ Account Number ___________________________________________ Please stop making deposits to that account and switch them to:

New Financial Institution _____________________________________ Routing Number____________________________________________ Account Number ___________________________________________ If you have any questions regarding this request, please contact me during the

Thank you.

Signature Name (please print) Address

Other information your employer may need (Social Security Number, Employee ID Number, Tax Identiﬁcation Number, etc.)

Change

payroll direct deposit form

Quincy Credit Union 211385297

City State Zip City State Zip

Routing Number____________________________________________

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Please print. Date

Name of Company that makes Automatic Withdrawals Address

You are currently withdrawing $________________ (amount)for my_______________________ (what payment is for), from account number _________________________, of the following date:

_____________________________.

Old Financial Institution Name_________________________________ ____________________________________________ Account Number ___________________________________________ Please stop making withdrawals from that account and switch them to:

New Financial Institution ____________________________________ Routing Number___________________________________________ Account Number _________________________________________ If you have any questions regarding this request, please contact me during the

Thank you.

Name (please print)

Change

automatic withdrawal form

Quincy Credit Union 211385297

City State Zip

Signature

Address City State Zip

Routing Number