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Making the Switch in Four Easy Steps!

Interested in taking advantage of all the benefits that membership at Catholic Federal Credit Union has to offer?

Catholic Federal Credit Union will help you make the switch as easy as 1… 2… 3… 4!

Our Four Step Switch Kit will help you get organized and alleviate the concern that may be associated with changing financial institutions. We are here to make your transition easy and convenient!

As a member of Catholic Federal Credit Union you will enjoy other benefits such as:

  • Free 24-hour Online Banking and Mobile Banking
  • Free Online Bill Payer
  • Free Financial Education and Counseling
  • And much, much more!

Catholic Federal Credit Union’s Member Service Representatives are available to offer free quality advice and assistance in helping you make the transition.

TO DO LIST:

Step 1: Get Organized. Follow our easy step by step form to make the process fast and convenient.

Step 2: Change Your Direct Deposit. Complete and print out the Direct Deposit Form. Take the completed form to your employer’s HR or payroll department. On payday you can check your account online with Online Banking or on your phone with Mobile Banking to make sure your Direct Deposit is in your new CFCU account.

Step 3: Change Your Automatic Withdrawals. If you have automatic withdrawals from your old account (car payments, gym memberships, iTunes, etc.) you will need to transfer these to your new CFCU account. Complete and print out the Change Automatic Withdrawals Form.

Step 4: Close Your Old Bank Account. After making sure that all checks, transactions and automatic withdrawals have been cleared from your old account, print out the Account Closing Form and mail or deliver to your old financial institution.

Questions? Visit your local branch of Catholic Federal Credit Union, contact our Call Center at 1-800-798-2328 or email us at memberservices@cathfcu.com.

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