Switch Kit
Change is Good.
Switch your accounts to Brokaw Credit Union in 3 easy steps!
Brokaw Credit Union has made moving your accounts fast and convenient with our Switch Kit. All of the letters and forms you will need to make this transition as easy as possible are provided here. Just print and mail the letters to the appropriate companies and/or individuals.
3 Easy Steps to Switch
- Open a membership account. You can apply online or visit our office.
- Download and mail all the necessary forms below and print the checklist to mark your progress.
- Close your account at your old financial institution. Verify that all checks, card transaction, and scheduled bill payments have cleared your old checking account.
Switch Kit Checklist
Check off boxes on printed copy as you complete items.
Direct Deposit Change Request
Send written notices to companies with which you have direct deposit (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 Brokaw Credit Union Credit Union.
Direct Deposit / Payroll Deduction Allocation Form
Send notifications to BCU of the deductions you would like applied to your direct deposit.
Direct Deposit Employer Information
Send written notice to set up direct deposits with any new companies or individuals.
To change Social Security deposits, visit: www.ssa.gov/deposit/howtosign.htm
Or call the Social Security Administration at:
1-800-772-1213 (TTY 1-800-325-0778)
Brokaw Credit Union Routing/Transit number: 275977159
Request to Cancel 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.
Request to Change Automatic Payments
Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial institution to Brokaw Credit Union.
Contact companies that take payments from your old checking account using a debit card. Inform them of your new Brokaw Credit Union Debit Card number and expiration date.
Verify that your direct deposits and automatic payments have begun posting to your new Brokaw Credit Union account.
Verify that all checks, check card transactions, and scheduled bill payments have cleared your old checking account.
Account Closing Request
Send written notice to your old financial institution informing them you are closing your account.
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