Welcome! Thank you for being part of our Consumers Family! In this packet you will find the forms you need to close accounts and move money to Consumers. We ve made setting up direct deposit and automatic withdrawals easy! Our switch forms include: Direct Deposit Change Request Automatic Withdrawl Request Close Accounts Elsewhere Request As you begin, you ll need to know your account numbers and routing number for Consumers. Your account numbers can be found in Online Banking. See the check image below to easily locate our routing number and your checking account number. MEMO 272481839 0123456789 0123 routing # account # SET UP DIRECT DEPOSIT Contact these agencies (if applicable) to set up direct deposit: For Social Security deposits, call the Social Security Administration at 800.772.1213, visit www.ssa.gov, or contact us for assistance. For military deposits, visit www.dfas.mil. For payroll and all other deposits, including dividend and interest funds, allotments, and government pay, please print out and complete the enclosed Direct Deposit form for EACH request and give to your employer or other organization. Federally insured by NCUA
DIRECT YOUR AUTOMATIC PAYMENTS TO CONSUMERS CREDIT UNION Print out an Automatic Withdrawal Change/Request form for each of your current automatic withdrawals and any new withdrawals you would like to establish. Completely fill out each Automatic Withdrawal form. Your Consumers Credit Union account number and signature authorize the company to withdraw payment from your account with Consumers Mail each form to the appropriate company. Your automatic withdrawals will be established at Consumers Credit Union within 30 to 60 days. MOVE YOUR ONLINE BANKING AND BILL PAY SERVICE Make a list of all your bills. You will need each payee s company name, complete address, phone number, and your account number for each bill. Visit our website to enroll in Online Banking and enter your payment information into Bill Pay. Instructions are available at /Banking/Online. Note: Be sure to cancel your current bill pay service before you begin paying bills with Consumers Bill Pay. CLOSE THE OLD ACCOUNTS YOU NO LONGER NEED Once your direct deposits and automatic withdrawals have been established with your Consumers account and any outstanding checks or transactions have cleared your old accounts, close the accounts you no longer need by sending your former financial institution the completed Close Account Request form. Federally insured by NCUA
Direct Deposit Change / Request Give this form to your employer or other organizations you d like to have send us your direct deposit of funds. Please change or establish my direct deposit per my instructions. PREVIOUS FINANCIAL INSTITUTION CHECKING ACCOUNT NUMBER TO BE DISCONTINUED (IF APPLICABLE) YOUR NAME YOUR I authorize my direct deposit to be routed to my Consumers Credit Union account number: to Checking to Savings EFFECTIVE : YOUR EMPLOYER CITY / STATE / ZIP CONTACT
Automatic Withdrawal Change / Request Complete a copy of this form for each company you authorize to make automatic withdrawals from your account (for example: for vehicle loan payments, utility payments, gym fees, memberships, etc.). Attention billing company: If you cannot accept this written request regarding my automatic withdrawal or if you have a question about this request, please contact me directly using the information below. TO: COMPANY NAME FROM: YOUR NAME WITHDRAWAL $ ACCOUNT NUMBER I authorize this automatic payment to be debited from my Consumers Credit Union account number: EFFECTIVE : Check all that apply: existing withdrawal or from checking or monthly or new withdrawal from savings weekly I understand that this authorization is to initiate a pre-authorized, automatic withdrawal for payment to the billing company. I further understand that it is my responsibility to learn from the company any costs, fees, or procedures associated with automatic payments or cancellation, as thisauthorization does not override any policies of the billing company. I understand that to stop payment on a pre-authorized payment, I must notify Consumers Credit Union at least ten (10) business days before the scheduled payment. Refer to Consumers Credit Union s Disclosure and Agreement for Electronic Funds Transfers for full details.
Close Account Request Prior to closing your account, confirm that all checks and transactions have cleared the account and that direct deposit and automatic withdrawals have been established on your new Consumers Credit Union account(s). Please close this account(s) per my instructions. FINANCIAL INSTITUTION ACCOUNT NUMBER TO BE CLOSED ADDITIONAL ACCOUNT NUMBER TO BE CLOSED ADDITIONAL ACCOUNT NUMBER TO BE CLOSED NAME(S) ON ACCOUNT(S) TO BE CLOSED ON ACCOUNT(S) TO BE CLOSED I authorize the transfer of any remaining balance to my Consumers Credit Union account number: to Checking to Savings EFFECTIVE :