Thank you for your interest in switching to TFCU!
We are committed to offering an extensive range of products and services designed specifically with you in mind! We want to make your banking experience as easy as possible by giving you convenient access to manage your accounts on the go, all while providing you with the latest and greatest banking technology and exceptional member service.
Switching to TFCU is easy with the help of our Switch Kit! Just follow the steps below and complete the necessary forms to close your old account and get started with TFCU!
Click here to download the complete checklist
Open Your New Account at TFCU
- Have your Social Security Number & a government issued ID (Driver’s License, Passport, etc.) handy
- Complete the Membership Application in one of our branches or apply online
- Enroll in eServices: Online Banking, eStatements & eNotices
Apply for Membership
Switch Your Automatic Withdrawals
Fill out the Automatic Payment Change Request Form for each of your automatic transactions. Completed forms should be submitted to each merchant/payee that handles your automatic withdrawals. Remember to update any payees who you’ve provided with your debit card. Here’s a list of common types of automatic withdrawals to assist you:
- Utilities
- Gas & Electric
- Telephone
- Cable and/or internet
- Water
- Trash
- Bills/Payments
- Mortgage
- Loans
- Insurance
- Court Issued Payments
Switch Your Automatic Deposits
Fill out the Direct Deposit Change Request Form for each of your automatic transactions. Completed forms should be submitted to each company and/or financial institution that handles your automatic deposits. Here’s a list of common types of direct deposits to assist you:
- Employer(s)
- Social Security
- Pension Accounts
- Brokerage Deposits
- Child Support
Close Your Old Account
Complete the Account Closure Request Form to request that the account(s) you currently have with your former financial institution be closed and any remaining funds sent to you. Please remember to keep enough funds in the account until all outstanding payments and transactions have cleared.
Once ready, complete the Account Closure Form and send to your previous financial institution to complete the process.