SWITCH KIT

Switch your account to Fortera Credit Union

Fortera Credit Union has made moving your account from your previous financial institution 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 or individuals.

Three Simple Steps to Switch

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Open a membership account. Visit a branch location to complete the membership application process. 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.

Checklist

PDF

  Print the checklist
Check off the boxes on a printed copy as you complete the tasks listed below.

Account Switch Kit

PDFDirect Deposit Change Request
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 Fortera Credit Union.
PDFAuthorization Agreement for Direct Deposit
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:  1-800-772-1213 (TTY 1-800-325-0778)
  • Fortera Credit Union
    Routing/Transit number:
     264182120

PDFAuthorization for Canceling Automatic Payments
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.
PDFAuthorization for Transferring Automatic Payments
Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial institution to Fortera Credit Union.

PDFAuthorization for Automatic Payment
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 Fortera Credit Union account.

PDFAccount Closing Request
Send written notice to your old financial institution informing them you are closing your account.