Account Switch Kit
Switch your account to Mid Oregon Credit Union
Mid Oregon Credit Union has made moving your account from your previous financial institution fast and convenient with our Switch Kit. All the letters and forms you will need to make this transition as easy as possible are provided here. All you need to do is fill out the forms online, print them and mail the letters to the appropriate companies or individuals.
Open an Account
Move your Money
Switch Automatic Payments and Debits
Enjoy the Credit Union Difference!
Three Simple Steps to Switch
|1.||Open a new membership account. You can also visit a branch to apply.|
|2.||Fill out, print and mail the forms below. Print the checklist to mark your progress.|
|3.||Close your account at your old financial institution. Verify that all checks, card transactions, automatic debits and scheduled bill payments have cleared your old checking account.|
Print the checklist
Check off the boxes on a printed copy as you complete the tasks listed below.
|Account Switch Kit|
|Direct Deposit Change Request
Send written notices to companies that you have direct deposit with (employer, government deposits, pension, transfers from other financial institutions, investment dividends, child support or court-issued deposits, etc.) notifying them that you want to switch your direct deposits to your new account at Mid Oregon Credit Union.
|Authorization Agreement for Direct Deposit
Send written notice to set up direct deposits with any new companies or individuals.
Mid Oregon Credit Union
|Authorization for Canceling Automatic Payments
Send written notices to companies who automatically take payments from your checking account (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to other banks, child support or court issued payments, etc.) notifying them that you are closing the account.
|Authorization for Transferring Automatic Payments
Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial institution to Mid Oregon Credit Union.
|Authorization for Automatic Payment
Send a notification to companies in order to set up new automatic payments.
|Verify that your direct deposits and automatic payments have begun posting to your new Mid Oregon Credit Union account.|
|Account Closing Request
Send written notice to your old financial institution informing them you are closing your account.