Switching is easy and it makes good sense.
When you realize the value of your credit union over a bank, recognize that fees aren’t driving our bottom line, and that you have an ownership interest in our success, switching becomes an easy decision. Making that switch also needs to be easy. By following the steps outlined here, we make the transition as seamless as possible.
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Checklist -
Automatic Debit/Credit Checklist -
Direct Deposit Authorization Schedule -
Automatic Payment Transfer -
Automatic Payment Authorization -
Account Closing Request
Automatic Debit/Credit Checklist
Use previous statements from your old financial institution to be sure to catch everything that went in and came out of your account that needs to be changed to your new account.
Direct Deposit Authorization Schedule
Send written notices to companies with which you have direct deposits. Examples: payroll, social security, pension, and child support. Step 3.5 is authorization to schedule a direct deposit at DoverPhila Credit Union and will be retained by us.
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- To change Social Security deposits, visit: www.ssa.gov/deposit/howtosign.htm
- Or call the Social Security Administration at: 1-800-772-1213 (TTY 1-800-325-0778)
Note: Be sure to give them the new routing number (241280650) and account number.
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Click here to download the direct deposit change request form
Automatic Payment Transfer
Send out written notices to companies that automatically take payments from your previous account. This will notify them that you’re closing your old account and you wish to change your payment to come from your new account at DoverPhila Credit Union. Examples: utilities, car payments, mortgage payment, insurance, credit cards, internet service provider, and child support.
Automatic Payment Authorization
Set up new automatic payments to come from your new account at DoverPhila Credit Union.
Click here to download the automatic payment authorization form
Account Closing Request
Send written notice to your old financial institution informing them you are closing your account.
-
Checklist
-
Automatic Debit/Credit Checklist
Automatic Debit/Credit Checklist
Use previous statements from your old financial institution to be sure to catch everything that went in and came out of your account that needs to be changed to your new account.
-
Direct Deposit Authorization Schedule
-
Automatic Payment Transfer
Direct Deposit Authorization Schedule
Send written notices to companies with which you have direct deposits. Examples: payroll, social security, pension, and child support. Step 3.5 is authorization to schedule a direct deposit at DoverPhila Credit Union and will be retained by us.
-
-
- To change Social Security deposits, visit: www.ssa.gov/deposit/howtosign.htm
- Or call the Social Security Administration at: 1-800-772-1213 (TTY 1-800-325-0778)
Note: Be sure to give them the new routing number (241280650) and account number.
-
Click here to download the direct deposit change request form
Automatic Payment Transfer
Send out written notices to companies that automatically take payments from your previous account. This will notify them that you’re closing your old account and you wish to change your payment to come from your new account at DoverPhila Credit Union. Examples: utilities, car payments, mortgage payment, insurance, credit cards, internet service provider, and child support.
-
Automatic Payment Authorization
-
Account Closing Request
Automatic Payment Authorization
Set up new automatic payments to come from your new account at DoverPhila Credit Union.
Click here to download the automatic payment authorization form
Account Closing Request
Send written notice to your old financial institution informing them you are closing your account.
