Switch Kit

Hooraaaaaay!!!!

If you’re looking at our Switch Kit, it’s safe to assume you’re about to make the switch to Linn Area. (We’re pleased as punch – no clue what that phrase is about but we’re excited nonetheless.)

We’ve developed this switch kit to make changing financial institutions as quick and painless as possible. Follow these steps to simplify the process:


Step 1: Open a Linn Area Credit Union account.

Click here to sign up online. Or, stop by any of our walk-in branches to open your account.


Step 2: Redirect automatic payments and direct deposits to Linn Area Credit Union.

This can be the most frustrating part of switching financials so we’ve made it easy for you. Just print off the following forms to notify companies you’ve made the smart switch to Linn Area Credit Union.

  • AUTOMATIC PAYMENTS – Get automatic payments switched to your new Linn Area Credit Union account.
  • DIRECT DEPOSIT- Switch payroll/direct deposit to your new Linn Area Credit Union account.
  • SOCIAL SECURITY DIRECT DEPOSIT – If you receive Social Security deposits directly, use this to get set up with your new Linn Area Credit Union account.

Step 3: Stop using your old account(s), if you haven’t already.

Once all outstanding checks have cleared, and your old account and all automatic payments and debits have been transferred, instruct your old bank to close the account with this letter:

  • ACCOUNT CLOSING – Notify your old bank that you are closing your account(s).

Step 4: Use and enjoy your Linn Area Credit Union account!

Monitor your account with e-Branch (our free online banking program) to know when all automatic payments and debits have been transferred to your new Linn Area Credit Union account.

Please contact us with any questions you have. We’re so glad you’re joining the family!

Equal Housing Lender
 
National Credit Union Administration
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