Switch Kit

SWITCH STEPS

Our switch kit includes everything you need to help you make a smooth transition. Simply follow the steps below.

STEP 1. Become a member. It is easy to join, simply make a one-time $5 deposit and maintain a minimum balance of $5 in your regular share account. Apply for membership today.

STEP 2: Open a CBFCU Checking Account. Stop by a branch or call us today to create a new Checking Account. It only takes 10 minutes!

STEP 3. Switch your direct deposit and automatic deposits by using our Direct Deposit Request form. If you’re moving your direct deposit to CBFCU from another source, please remember to notify them of the switch.

STEP 4. Change automatic payments and withdrawals by using our Automatic Payment Transfer Request form. If you have more than one automatic transaction, simply fill out one form for each.

STEP 5. Closeout your old account once any outstanding checks and automatic withdrawals have cleared (this process may take a few weeks). Once you’re sure this has happened, you can use the Accounts Closing Request form to notify your previous financial institution to terminate your accounts and receive any balances.