Switch Kit

Switch Kit

New Account Conversion Checklist

Holston Methodist Federal Credit Union is making it easy to move your accounts. Simply follow this checklist and send off the forms to get started.

	Send written notice to your direct deposit vendors (payroll, social security, CD interest payments, etc.) of the change in your relationship. Select the number of forms you would like for this purpose.
	Send written notice to your vendors who automatically take your payments from your Checking account (utilities, insurance companies, internet service providers, banks, etc.) that you are closing the account. Select the number of forms you would like for this purpose.
	Send notification of new account information to vendors who you want to continue to generate automatic withdrawals instead of paying by BillPay. Select the number of forms you would like for this purpose. *Please note, you will need to fill out the Authorizations seperatly using the form below.
	Or use this notification to start a new automatic payment with a vendor. Select the number of forms you would like for this purpose.
	Send written notice to the financial institution that you are closing the account.