Get Onpoint Credit Union Switch Kit Form

Switching to a new checking account can feel overwhelming, but the Onpoint Credit Union Switch Kit Form simplifies the process. This guide will provide you with detailed steps to complete the form efficiently and ensure a smooth transition.

Follow the steps to fill out the Onpoint Credit Union Switch Kit Form online

1. Click the ‘Get Form’ button to obtain the Onpoint Credit Union Switch Kit Form and open it in the editor.
2. Begin by selecting your desired checking account type from the options provided, such as Interest Checking, eChecking, Basic Checking, or Buzz Checking. Review the features of each account to choose the one that best suits your needs.
3. Fill in the member information section, which includes entering your name, address, and contact information. Be sure to use accurate and up-to-date details.
4. Complete the Payroll Direct Deposit form by providing your employer's information. Include your employer's name and mailing address, along with any relevant contact details.
5. If applicable, fill out the Automatic Withdrawal Change Form. Identify the company that is making automatic withdrawals and provide your account details for the transition to your new Onpoint account.
6. If you need to close your old account, complete the Account Closure form. Include your old financial institution's information and request the remaining balance to be sent to your new address.
7. Review all entries for accuracy and completeness. Ensure that signatures are provided where required.
8. Once completed, save your changes. You can download, print, or share the form as needed.

Start your transition to Onpoint Credit Union by completing the Switch Kit Form online today.