Switching is easy!

Step One.

Step Two.

  • Make a list of all your direct deposits and direct payments from your old account.
  • Click here* for a list to help get you started.

Step Three.

  • Fill out a Direct Deposit & Auto Pay Change form for each of the companies you listed in step two.
  • Click here* for the Direct Deposit & Auto Pay Change form.

Step Four.

  • Close your old accounts once all payments have cleared.
  • Click here* for a letter to send to your old financial institution to close your accounts.


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