Fillable Switch Kit

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Switch Kit

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The Switch Kit form is 4 pages long and contains:

  • 0 signatures
  • 4 check-boxes
  • 47 other fields

Country of origin: OTHERS
File type: PDF

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SWITCH KIT
Page 1 of 4
Open your new account.
Apply online in minutes or visit your local branch to open your
new Marshland Credit Union account(s).
Switch your direct deposits and automatic withdrawals.
If you have any automatic transactions, use the provided forms to seamlessly
switch them to Marshland Credit Union.
Close your old account.
Now you’re ready to switch. Simply fill out the provided form to close your old
account. Any remaining account balance will be transferred to Marshland Credit
Union.
1
2
3
Making the switch to better banking today!
You can make the move to Marshland Credit Union in three easy steps. Everything you’ll need is provided in
this handy Switch Kit. We can’t wait to welcome you to Marshland Credit Union, where you’ll enjoy a better
experience for all your banking needs!
Getting Started
SWITCH KIT
Page 2 of 4
Direct Deposit Authorization
You can use your keyboard to fill out this form online, or you can print the form and complete it by hand.
Company or Employer:
Address:
City, State, Zip:
Phone Number:
Employee ID:
Notification of Direct Deposit Authorization Change
Effective immediately, please deposit the net amount of my check to my Marshland Credit
Union account. I authorize (name of depositor)
to automatically deposit funds into the account below. This authorization shall remain in
place until I have submitted a new authorization, or until this authorization is changed or
revoked by me in writing.
Signature:
Name:
Address:
City, State, Zip:
Phone Number:
(if applicable)
Date:
Direct Deposit Checklist:
Payroll
Investments
Retirement Plans
Social Security
Use this form to authorize your employer, retirement and pension funds, or any other agency to deposit your payment
directly into your Marshland Credit Union account. Use one form for each direct deposit.
Use this list to remember all
your direct deposits you need
to transfer. These are the most
common direct deposits.
Place an X next to your desired option.
Net amount to Marshland Credit Union CHECKING
Net amount to Marshland Credit Union SAVINGS
Account #
Routing #
Account #
Routing #
261272651
261272651
SWITCH KIT
Page 3 of 4
Automatic Withdrawal Authorization
Home Mortgage
Auto Loans
Utilities
Insurance
Cable/Internet
Gym/Club Memberships
Credit Cards
Investments
Subscriptions
Charity Donations
Notification of Withdrawal Authorization Change
Signature:
Name:
Address:
City, State, Zip:
Phone Number:
Date:
Name of Company:
Account Number:
Payment Amount:
Address:
City, State, Zip:
Phone Number:
Financial Institution:
Financial Institution:
Please cancel all automatic withdrawals from my old institution:
Please make all future automatic withdrawals from my new institution:
This authorization will remain in effect until I have submitted to you a new authorization, or until
you have been notified by me in writing that this authorization has been changed or revoked.
Marshland Credit Union
Account #
Bank Routing #
Account #
Bank Routing #
Automatic Withdrawal
Checklist:
261272651
You can use your keyboard to fill out this form online, or you can print the form and complete it by hand.
Use this form to authorize a change to any automatic payment, deductions, or withdrawals from your account. Use one form
for each automatic withdrawal. Or, many companies and agencies make it easy to change your account on record online on
their website.
Use this list to remember all your
automatic payments you need to
transfer. These are some of the
most commonly used automatic
payments.
SWITCH KIT
Page 4 of 4
Account Closure Authorization
Notification of Account Closure Authorization
Primary Signature:
Joint Signature:
Name:
Address:
City, State, Zip:
Phone Number:
Date:
Financial Institution:
Address:
City, State, Zip:
To Whom It May Concern:
Please close my account:
Account Number:
Address:
City, State, Zip:
Please send the remaining balance to:
Place an X next to your desired option.
Please deposit directly to my new account at Marshland Credit Union.
Please forward me a check to my address listed below.
Primary Owner:
Account #
Routing #
Congratulations!
You had to sign your name a few
times…but submitting these forms
completes your switch to a truly
better banking experience. We can’t
wait to show you the difference a
local partner makes.
Welcome to Marshland Credit
Union!
261272651
You can authorize your remaining balance to be deposited automatically to your new Marshland Credit Union account(s) or paid by a
check forwarded to your mailing address.
Use this form to close your account(s) at your former financial institution. Be sure to verify any outstanding items have
cleared your old account.
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Switch Kit

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Completed 18 July 2020

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