• No results found

Choose a Credit Union! Checking Account Switch Kit

N/A
N/A
Protected

Academic year: 2021

Share "Choose a Credit Union! Checking Account Switch Kit"

Copied!
9
0
0

Loading.... (view fulltext now)

Full text

(1)

Choose a Credit Union!

(2)

Contents

Step 1: Open Your Stanford FCU Checking Account

...

4

Step 2: Move your Direct Deposit to your new Stanford FCU Checking Account

....

4

Step 3: Redirect your automatic payments

...

5

Step 4: Access your new checking account anywhere, anytime…it’s Easy!

...

5

Step 5: Stop using your old checking account

...

6

(3)

Share This eBook!

© 2013 Stanford Federal Credit Union. All rights reserved. 3

One of the most daunting aspects of switching from your bank

to a credit union, or even to another bank, is the logistics of

changing your accounts. All that account information, your logins,

direct deposits, auto bill pay setup. Online banking has made it so

simple to connect our various accounts that disconnecting them

can seem like untangling a spider web. At SFCU we try to make

the process as simple as possible. And, to help get you started

we’ve put together this free Checking Account Switch Kit with 5

easy steps to simplify the process, and a form you’ll need to close

your existing account.

(4)

Step 1

Open Your Stanford FCU Checking Account

• Choose the checking account that fits your needs

• Open your checking account online, by phoning our Contact Center or visiting any of our branches

Step 2

Move your Direct Deposit to your new Stanford FCU Checking Account

To move your payroll direct deposit, contact your Human Resources department for details. You will need the following information:

• Stanford FCU’s ABA Routing Transit #: 321177722

• Stanford FCU’s Address: P.O. Box 10690, Palo Alto CA 94303-0843

• Stanford FCU’s Phone Number: (650) 723-2509

• Your Account Number: Your checking account number is the 10-digit number beginning with 900 or 9-digit number beginning with 700 listed at the bottom of your Stanford FCU check. Stanford University and SHC employees can enroll for direct deposit online:

• Stanford University: https://axess.stanford.edu/

• Stanford Hospital & Clinics and Lucile Packard Children’s Hospital: https://econnect.stanfordmed.org/lawson/portal/ If you have other sources of Direct Deposit such as Social Security, visit Stanford Hospital & Clinics and Lucile Packard

(5)

Share This eBook!

Step 3

Redirect your automatic payments

• Move automatic payments such as loans and recurring bills to your new Stanford FCU Checking Account by providing the biller with Stanford FCU’s ABA routing number 321177722 and your checking account number. In most cases, you can change your automatic payments by logging on to your account on the biller’s website, or give them a call.

Step 4

Access your new checking account anywhere, anytime… it’s Easy!

• Online Banking – You’ll have immediate access to CUOnline after you open your account.

• Mobile Banking – Download the Stanford Federal Credit Union app from your app store and register. You will need the following to register:

Checking Account Number (provided to you by the New Account Rep. or found on your monthly statement)

Last 6 digits of your Social Security Number Zip Code

• Online Bill Payer – Sign up for BillPayer online by logging on to CUOnline

• eStatements – No more paper and no more waiting for snail mail. Request eStatements when you open your account or register on CUOnline

5

(6)

Step 5

Stop using your old checking account

• Stop using your old account and allow enough time for any outstanding checks, automatic payments and debit card transactions to clear. Destroy any unused checks and debit cards.

• Confirm all of your checks have cleared

• Close your old checking account by completing and delivering the attached form to the financial institution where you have your checking account.

(7)

Please Close My Checking Account

Date:

Name of financial institution: Address:

City, State, Zip:

To Whom It May Concern:

Please close my account #

and send a check for the remaining balance to me at the address below. If you have any questions about this request, please contact me at:

Phone #:

Sincerely, Signature:

Name (please print): Address:

City, State, Zip:

Co-Signer Signature:

Co-Signer Name (please print):

7

(8)

Choose a credit union!

Checking Account Switch Kit

By Stanford Federal Credit Union

In 1959, a group of Stanford employees created the Stanford Federal Credit Union

to serve their banking needs. Today, we’ve grown to nearly, 50,000 members

and over $1.4 billion in assets, and the quality of our expansive line of financial

products and services is unmatched in the industry. We serve the faculty, staff,

students, alumni, and volunteers of Stanford University (naturally), Stanford

Hospital & Clinics, Lucile Packard Children’s Hospital, and SLAC National

Accelerator Laboratory…but we also serve over a 100 local companies and their

employees, including Google, Genentech, Facebook, SAP and VMware. That’s a lot

of companies, true, but we’ve still got room for you!

To top it off, Stanford FCU was the first financial institution to offer online banking,

and it continues to be committed to offering innovative technology to its members.

The credit union is also focused on enhancing financial lives through education

and counseling. Our truly visionary leadership continues to be provided by our

member-elected Board of Directors, who selflessly serves without pay to help

oversee the credit union’s operations.

(9)

Share This eBook!

Choose a credit union!

Checking Account Switch Kit

See how Stanford Federal Credit Union can help you with your personal banking.

www.sfcu.org

References

Related documents

This worksheet and/or details provided by your personal financial management software and checking account statements will help you complete the forms below... Direct Deposit

Switch your direct deposits using our Direct Deposit Change Request to send to any direct deposit vendors that you may have including payroll from your employer or other

Employer: ACCOUNT OWNERSHIP Joint Owner: Street: City/State/Zip: Home Phone: Work Phone: Joint Owner: Street: City/State/Zip: Listed Unlisted Home Phone: Work Phone: Joint

Transfers from other financial institutions accounts (i.e. Change Automatic and Online Payments. Contact any companies with whom you have set-up payments which they withdraw

Former Bank ABA Routing Number Former Bank Account Number ❍ Checking ❍ Savings Please redirect the Automatic Payment from our account with Bremer Bank as follows:. Bremer

current checking account (or a savings account) at another financial institution, use the “Authorization to Switch Direct Deposit” form to notify your employer to begin sending your

Effective ____________, please stop making deposits to that account and instead send them to: Grow Financial Federal Credit Union. Financial

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