Federally Insured by NCUA
We understand that breaking up with a financial institution can be difficult, and we want to make your switch to CUA as easy as possible. Complete the following information and we will help with the rest. STEP 1 Open a CUA checking account: A CUA representative will assist you in signing up for your new checking account. Consider the additional features you would like: Online/Mobile Banking estatements Debit Card BillPay+ Checks Overdraft Protection STEP 2 Set up or move your existing direct deposit or any automatically deposited items to your new CUA checking account. AUTOMATIC DEPOSIT CHECKLIST: COMPANY ACCOUNT # AMOUNT DATE OF DEPOSIT(S) Payroll Pension Insurance Social Security Taxes Child Support
STEP 2 (CONTINUED) Set up or move your existing direct deposit to your CUA checking account by submitting the below form to your employer s HR department. (Make copies of this form as needed if you have multiple employers.) DIRECT DEPOSIT AUTHORIZATION: TO: FROM: Company name: Your name: Fax/Email: Fax/Email: Please accept this notice as authorization to change my direct deposit to Credit Union of America, effective immediately. Deposit the following amount of my pay each period to the following account: Full Amount $ Amount: Credit Union of America Financial Institution: MICR Number: Credit Union of America, P.O. Box 47528, Wichita, KS 67201-7528 Signature: Contact Phone: Contact Email: *Attach voided check if required by your employer.
STEP 3 Identify payments that are automatically drafted from your previous account. Transfer these to your new CUA account with the Automatic Payment Authorization form or set them up on BillPay+ within CUA s Online Banking. AUTOMATIC PAYMENT CHECKLIST: COMPANY ACCOUNT # AMOUNT PAYMENT DATE Mortgage/Rent Auto Loan(s) Insurance Credit Cards Gas/Oil Electric Cable Telephone Cell Phone Water Trash Internet Health Club Investments Tuition/School
STEP 3 (CONTINUED) Use this form to authorize automatic payment(s) for bills like mortgages, car payments, insurance, etc. with your new CUA checking account. Make copies as needed. Please note that this form is not needed to set payees up on BillPay+ within CUA online banking. AUTOMATIC PAYMENT/WITHDRAWAL AUTHORIZATION: TO: FROM: Company name: Your name: Fax/Email: Phone/Email: Customer Name: Account Number: Payment Type: Please accept this letter as authorization to change the bank account information for automatic payments or withdrawals. Effective am changing financial institutions/accounts to: MM/DD/YYYY Credit Union of America Financial Institution: MICR Number: If you have any questions or need additional information, please contact me at the number listed below: Name (PRINT): Signature: Phone: Co-Signature (If applicable): *Attach voided CUA check if required by merchant.
STEP 4 Discontinue use of your existing account (debit card, checks, etc.). Identify any outstanding debits that need to clear before you submit the Account Closure Form. OUTSTANDING PAYMENTS CHECKLIST CHECK # OR DEBIT CARD PAID TO DATE PAID AMOUNT CLEARED
STEP 4 (CONTINUED) Close your previous account after allowing outstanding checks to clear. Destroy previous account debit cards, checks, etc. ACCOUNT CLOSURE AUTHORIZATION: Financial Institution Name: PRIMARY ACCOUNT HOLDER: SECONDARY ACCOUNT HOLDER: Name: Name: Phone/Email: Phone/Email: PLEASE CLOSE THE FOLLOWING ACCOUNTS: Account Number: Effective Account Number: Effective Any remaining funds should be sent in the form of a check to the following: Credit Union of America Attn: (Account Holder Name Above) P.O. Box 47528 Wichita, KS 67201-7528 Account Holder Name Address Above If you have any questions regarding this transaction, please call me at: Phone: Thank you for your cooperation. Primary Account Holder Signature: Secondary Account Holder Signature: