Kaskaskia Valley Community Credit Union ~ Switch Kit
Do you want to open a FREE checking account with KVCCU, but don't want to go through the hassle of switching your automatic payments and deposits? Let us help you with our new Switch Kit!
Once you open your new checking account with us, use our Switch Kit to create and mail out the appropriate letters to notify others of your account change.
What do you need to get started?
For security purposes, you will not be allowed to save account information in the online forms in the middle of the process, so please make sure you have all of your information up front.
Step 1 – Your KVCCU account information.
Start by filling in your Kaskaskia Valley Community Credit Union information. If you do not have a checking account with us, please come into the office to open one before switching.
Step 2 – Your previous account information.
Your previous financial institution information is needed to close your old accounts.
Step 3 – List any automated debits (ACH) and/or Direct Deposits.
Gather all information on companies that make electronic withdrawals from your account or Direct Deposits to your account. This includes automatic debits (ACH) or automatic charges to your debit and/or credit cards. Common uses of automatic debits include mortgage/rent, utilities, phone and cable bills, etc. Direct deposits include payroll, taxes, retirement and pension plan accounts, or expense reimbursements. Social Security recipients need to call the Social Security Administration at 800-772-1213 or go to www.ssa.gov.
Electronic Payments (Online Bill Pay)
If you use an online bill pay service at your previous financial institution, be sure to cancel each payee and add them to your KVCCU online bill pay service. If you have not signed up for our Online Bill Pay service, call the office at 618-533-6681 and we will help sign you up.
If you pay bills by signing into an online account through the individual company’s website, be sure to stop any automatic payments from the website as well from withdrawing money from your previous financial institution’s account.
Step 4 – Sending the forms.
Once you have completed the forms for all appropriate companies, print the forms and mail as appropriate. Some companies may allow you to change your information online or by phone, so use the completed forms to help you with the online or phone process.