Follow the steps to complete the Direct Deposit Change Request form

1. Click ‘Get Form’ button to obtain the Fortera Credit Union Direct Deposit Change Request and open it in your preferred editor.
2. In the 'To' section, enter the name of the direct deposit source, such as your employer or organization responsible for your direct deposits.
3. Provide your full name in the 'From' section to identify yourself as the account holder.
4. Fill in your address, including city, state, and zip code, to ensure accurate identification and communication.
5. Input your Social Security number to verify your identity and link your request to your financial records.
6. In the 'RE: Change of Direct Deposit Routing' section, indicate the account number(s) you want to discontinue, specifying whether they are checking or savings accounts.
7. Enter the name of the financial institution associated with the accounts you wish to discontinue.
8. Next, specify that you want to begin sending your deposits to Fortera Credit Union by filling out the routing information, including the routing/transit number: 264182120.
9. Indicate your deposit instructions: choose whether to deposit the entire amount to your checking account or specify partial amounts to both your savings and checking accounts.
10. List the share types for the accounts you’re designating for the deposits to clarify your preferences.
11. Sign and date the form to authorize the changes officially.
12. Once the form is completed, you can save your changes, download the document, print it, or share it as needed.

Complete your Fortera Credit Union Direct Deposit Change Request online today to ensure seamless handling of your direct deposits.