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Guidelines for Switching to CU Checking

SWITCH TO CABOT & NOI EMPLOYEES CREDIT UNION IN SEVEN STEPS OR LESS!!!

You can quickly and easily enjoy the convenience and benefits of our superior friendly service—all you need is the following guideline and the forms are right here.
ALL YOU HAVE TO DO IS FOLLOW THE STEPS BELOW!!

  1. Open your new accounts with us.
  2. Stop using your old accounts.
  3. Stop direct deposits from going to your old accounts and start sending them to your new account at Cabot & NOI Employees Credit Union.  USE FORM “A”.  
  4. Call the appropriate agencies to stop any direct deposits of government benefits to your old accounts and to start such direct deposits to your new accounts.
  5. Social Security Administration—(800)772-1213
  6. Department of Veterans Affairs—(800)627-1000
  7. Office of Personnel Administration—(888)767-6738

Revoke the authority to initiate payments (preauthorized payments) from your old accounts and authorize the initiation of payments from your new accounts.  Complete  FORM B for each third party currently authorized to initiate payments. 

Authorize automatic transfers between your accounts with us—complete FORM C for each type of transfer.
Once your direct deposits are being received by your new accounts and all transactions on your old accounts have cleared, use  FORM D to close your old accounts and terminate authority for transfers between them.

pdf Download switch kit forms here:

Form A
Form B
Form C
Form D

 

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