switch my stuff - element federal credit union · pdf filemake the switch today. ... did you...

SWITCHING YOUR ACCOUNT IS EASYIf you’re happy with your bank, that’s great. If you’re not, and the fees are killing you, you might just want to

check out what Element FCU can do for you. Make the switch today.

Complete this information, and we’ll fill in most of the blanks for you:

Date: _____________________________________________________

My Name: _________________________________________________________________

Address: __________________________________________________________________

City, State, Zip: ____________________________________________________________

My Contact Phone #: _______________________________________________________

Old Bank Name: ___________________________________________________________

Old Bank Routing Number: _________________________________________________

Old Bank Account Number: _________________________________________________

My Checking Account # at Element FCU: _____________________________________________

Element Federal Credit Union • 3418 MacCorkle Ave SE • Charleston WV 25304 • P: 304.721.4145 • F: 304.342.3147

SWITCH MY STUFF

Did you know we can help you with your loans? Ask a team member about refinancing your

auto(s) and opening a MasterCard credit card. Our lending rocks, too!

Make the switch to Element Federal Credit Union We make it easy.


Switch My Stuff Checklist

Make a fresh start Element

FCU

Welcome to Element FCU! We hope you enjoy how easy we’ve made it for you to switch your banking relationship to us. Simply follow these steps:

• Open an account with Element FCU.

• Destroy your old checks, ATM/debit cards and deposit slips.

• Let outstanding checks or automatic withdrawals clear. Make sure to leave enough money in your old account to cover these items.

• Ask your employer to transfer your direct deposit to Element FCU. Be sure to give them a voided check along with the Authorization to Change Direct Deposit form we’ve provided.

• Contact others who make deposits to your old account (retirement, pension, Social Security, etc.) and ask them to begin depositing into your Element FCU account - be sure to have your new account number and suffix and the Element FCU routing number, 2 5 1 9 8 4 3 8 6.

• Contact anyone who makes automatic withdrawals from your old account (i.e. gym membership, subscriptions, etc.) and ask them to begin making withdrawals from your Element FCU account. They’ll need one of your Element FCU voided checks along with the Authorization to Change Automatic Withdrawals form we’ve provided.

• Contact companies that automatically bill your debit or credit card and ask them to begin billing payments against your Element FCU MasterCard Credit Card or Debit Card. Have your Element FCU MasterCard number and expiration date ready.

• Easily manage your finances online with ItsMe247 Online Banking. Enroll today at Elementfcu.org.

• Avoid waiting for your statement to come in the mail and having to file it away with the convenience of eStatements. Access your last 12 months statements easily through ItsMe247, log on and click eStatements to enroll today.

• Cancel your current electronic bill pay service and sign up for Element FCU EasyPay bill pay service. Simply log into ItsMe247 to enroll.

• Ask your old financial institution to close your account(s) and to send you a check for the remaining balance (after verifying that all direct deposits and automatic payments have been redirected). For your convenience, an Authorization to Close Account form is included.

Be sure to keep a copy of your communications for your records. If you have any questions or need assistance in switching your accounts, please call us at 304.721.4145 or visit any of our convenient branch locations.


Element FCU Membership ApplicationMy Name: ___________________________________________ Soc Sec #: ________________________

Address: _______________________________________________________________________________

City, State, Zip: _________________________________________________________________________

My Birthdate: _______________________ Mother’s Maiden Name: _____________________________

Home Phone: __________________ Work Phone: _________________ Cell Phone: ________________

My employer: ___________________________________________________________________________

My email address: _______________________________________________________________________

Co-Applicant: _________________________________________ Soc Sec #: ________________________

Address: _______________________________________________________________________________

City, State, Zip: _________________________________________________________________________

My Birthdate: _______________________ Mother’s Maiden Name: _____________________________

Home Phone: __________________ Work Phone: _________________ Cell Phone: ________________

My employer: ___________________________________________________________________________

My email address: _______________________________________________________________________

I want these accounts/services (share account is required):

Share Checking Debit card Money market Certificate of deposit

Direct deposit Online banking Bill pay eDeposit/iDeposit/faxDeposit

Overdraft protection Courtesy pay eStatements (don’t send me paper)

I need a loan (describe here): ________________________________________________

I need something else: ______________________________________________________

Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number,

2. I am not subject to backup withholding because: a) I am exempt from backup withholding, or b) I

have not been notified by the Internal Revenue Service that I am subject to backup withholding

as a result of a failure to report all interest or dividends or c) the IRS has notified me that I am no

longer subject to backup withholding, and

3. I am a US person (including a US resident alien).

By signing below, I/we agree to the terms and conditions of the Membership and Account

Agreement, Truth-in-Savings Rate and Fee Schedule, LoanLiner Open End Plan Signature Plus

Credit and Security Agreement, Funds Availability Policy Disclosure, if applicable, and to any

amendment Element FCU makes from time to time which are incorporated herein. I /we

acknowledge receipt of a copy of the Agreement and Disclosure applicable to the accounts and

services requested herein. If an access card or EFT service is requested and provided, I/we agree

to the terms of and acknowledge receipt of the Electronic Funds Transfer Agreement. I/we also

authorize the credit union to request a credit report at account opening. The Internal Revenue

Service does not require your consent to any provision of this document other than the

certifications required to avoid backup withholding.

For debit cardholders only: I understand I am the only individual authorized to use the card and that

use of the card signifies agreement to the terms and conditions set forth in the Electronic Funds

Disclosure Agreement. The MasterMoney Check Card is the property of Element FCU and can

be cancelled at any time without prior notice.

My Signature: ________________________________________ Date: ___________________

Co-Applicant Signature: ________________________________ Date: ___________________

Instructions:

If you already have an account with Element FCU, you don’t need to complete this form.

If you’re not yet a member, this form makes it easy to sign up for membership.

Complete this form, print it, sign it and deliver to Element FCU.

We’re here to help. If you have questions, please give us a call at 304-721-4145 or email us at [email protected].

We’re focused on products and services that work for you. Your financial health is our priority.

Element FCU3418 MacCorkle Ave SECharleston, WV 25304304.721.4145 Phone304.342.3147 FaxElementFCU.org

We’re in this together!

ELEMENT FCU


ELEMENT FCUAuthorization to Change Direct DepositDate: _______________________________________

Employer or Other Depositor’s Name: ___________________________

Address: ___________________________________________________

City, State, Zip: _____________________________________________

To Whom It May Concern:

Old Bank: ___________________________________________

Routing Number: _____________________________________

Account Number: _____________________________________

Please discontinue direct deposits to the above account and immediately start direct deposits to my account at:

Element FCU3418 MacCorkle Ave SECharleston, WV 25304Routing Number: 251984386

Account #: ____________________ Checking

If you have questions about my request, please contact me at:

Phone number: _____________________ Day

Thank you.

Sincerely,

Signature: _________________________________________________

Name: ____________________________________________________

Address: __________________________________________________

City, State, Zip: _____________________________________________

Instructions:Your employer or another organization may be making direct deposits to your bank account.

If so, this form authorizes them to change that deposit to your Element FCU account.

Complete this form, print it, sign it and provide it to your payroll office and any other payor who makes automatic deposits to your account.





Savings

Evening

You are currently making direct deposits on my behalf to this account:


ELEMENT FCUAuthorization to Change Automatic WithdrawalsDate: ___________________________________________

Name of Company that Makes Withdrawals: ______________________

Address: ___________________________________________________

City, State, Zip: ______________________________________________


You are currently withdrawing $ ____________ on a

monthly bimonthly basis for

my ___________________________ (what payment is for) from:

Old Bank: ___________________________________________

Routing Number: _____________________________________

Account Number: _____________________________________

Please discontinue withdrawals from this account and (check one):

Begin withdrawals from my account at:Element FCU3418 MacCorkle Ave SECharleston, WV 25304Routing Number: 251984386

Account #: __________________ Checking Savings

Begin withdrawals from my Element FCU card:

Card #: ______________________ Exp Date: _______ CVV: ________

I will use Element FCU EasyPay bill pay service to make future payments.

If you have questions about my request, please contact me at:

Phone number: ________________________ Day Evening

Thank you.

Sincerely,

Signature: _________________________________________________

Name: ____________________________________________________

Address: __________________________________________________

City, State, Zip: _____________________________________________

Instructions:Complete this authorization to have automatic withdrawals made from your Element FCU account.

Print one authorization for each company that makes automatic withdrawals from your account.

Remember to change any automatic payments made by credit card, too.






Date: ___________________________________________

Bank/Other Financial Institution: _______________________________

Address: __________________________________________________

City, State, Zip: _____________________________________________


Please close my account(s) with your financial institution:

Account Numbers: ________________________________________________________________________________________________

Account Holders: _________________________________________________________________________________________________

ID Verification (SSN or secret account code): __________________________________________________________________________

And send a check for the remaining balance(s) to my new account at:

Element FCU3418 MacCorkle Ave SECharleston, WV 25304Routing Number: 251984386

Account #: ________________________ Checking Savings

I have also made arrangements to discontinue the direct deposit and automatic withdrawal of funds from my account(s) with your financial institution.

If you have any questions, please contact me at:

Phone number: _____________________ Day Evening

Thank you.

Sincerely,

Signature Account Holder #1: __________________________________

Signature Account Holder #2: __________________________________

Address: ___________________________________________________

City, State, Zip: ______________________________________________

ELEMENT FCUAuthorization to Close Account

Instructions:Complete this authorization to close accounts at other financial institutions and have funds transferred to your Element FCU account.

Print and provide one authorization to each financial institution where you have accounts.

Remember to destroy and recycle old checks and destroy old ATM and debit cards.






switch my stuff - element federal credit union · pdf filemake the switch today. ... did you...

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