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Bank Transfer Toolkit

Make the Switch to WPCCU!

To smoothly move accounts from other financial institutions to WPCCU, follow our checklist:

Once your WPCCU accounts are established, begin the process of transferring your accounts from other financial institutions:

  • Make a list of all of your automatic payments and deposits at your previous checking account – you may find this spending tracking sheet provided by Balance Financial Fitness helpful
  • Check maturity dates on certificates of deposit, if transferring, to avoid early withdrawal penalties
  • Verify that all checks, check card transactions and scheduled bill payments have cleared your previous checking account
  • Set up your new Online Banking, Mobile Banking and Bill Pay accounts  

 

Changing Your Direct Deposit:

To reroute your direct deposit payments, ask your employer to any direct-deposited paychecks to your new account: 

 

Changing your Social Security deposits?

Visit the Social Security website. Or call the Social Security Administration at: 1-800-772-1213 (TTY 1-800-325-0778)

 

After The Switch:

Verify your direct deposits have transferred and then reschedule each automatic payment or debit to come out of your new account

  • Leave some cash in your previous account for at least a month to ensure payment in case of any oversights
  • Electronically transfer the final funds from your previous account to your new one when you are certain that all automatic payments and deposits are switched over
  • Follow the procedures for closing an account at your previous financial institution after the transfer clears
  • Obtain written confirmation that your previous financial institution has closed out your account

 

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