Membership Switch Kit
Switch your account to RBCU
RBCU has made moving your accounts fast and convenient with our Switch Kit. All the letters and forms you will need to make this transition as easy as possible are provided here… so all you have to do is fill out the forms online, print them and mail the letters to the appropriate companies and/or individuals.
Three Simple Steps to Switch
- Open a membership account. You can download a printable membership application and bring it to any of our branch locations.
- 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 transactions, and scheduled bill payments have cleared your old checking account.
* Adobe Reader: You may need Adobe Reader to view the PDF files on this page.
Check off boxes on printed copy as you complete items.
Send written notices to companies that you have direct deposit with (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 RBCU.
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: 800.772.1213 (TTY 800.325.0778)
RBCU Routing/Transit number: 2910-7545-9
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.
Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial institution to RBCU.
Send a notification to companies in order to set up new automatic payments. Verify that your direct deposits and automatic payments have begun posting to your new RBCU account.
Send written notice to your old financial institution informing them you are closing your account.