Switch Your Account
Ready to move your account to California Credit Union? It’s easier than you think. Just follow these simple steps:
Step One: Open an account with California Credit Union
Stop by a credit union branch, call (800) 334-8788, or open your account online.
Step Two: Transfer automatic payments and deposits
Once your new credit union account is opened, you’ll need to notify companies and financial institutions that make automatic withdrawals from your old account. These may include utility companies, telephone, cable, mortgage, auto insurance, life insurance, and anyone else that you pay through automatic transfers. You also will need to notify any company that makes automatic deposits into your account, such as direct deposit through your employer.
We’ve included two downloadable forms to use to notify all parties of the switch. Check with the involved parties to make sure they will accept this form — some parties may require you to fill out a form of their own.
"Switch Your Automatic Payment" form (downloadable PDF*)
“Switch Your Direct Deposit” form (downloadable PDF*)
Step Three: Close your old account
Now that your automatic payments and deposits are transferred, you can close your old account. Be sure to leave your accounts open long enough for outstanding checks and withdrawals to clear. This may take several weeks. Included in this Switch Kit is a form to help you close your old account.
“Transfer Your Account” form (downloadable PDF*)
Step Four: Relax
Welcome to California Credit Union! Now that you’re a part of the California Credit Union family, be sure to stop by our branch and say hello!
* NOTE: Acrobat Reader is a FREE download. You will need this program in order to view and print this application. If you do not have Acrobat Reader installed on your computer, use the link provided below to download your copy today. Get Acrobat Reader.
