Make the switch - 1, 2, 3, it is that easy!
SWITCHING YOUR ACCOUNTS OVER TO ST. ANNE’S CREDIT UNION
Unhappy with your current banking provider and want all your accounts in one place for efficiency?We can help with three easy steps to switch your accounts over to us. Don’t be afraid - we will be your resource every step of the way!"Did you know that 80% of people who switched accounts stated that it wasn’t hard at all?"*
1. open a st. anne's account
We would love for you to join the St. Anne’s team and will make it easy for you! Open an account online or in-person at any one of our 9 branches.
2. close out your other accounts
Complete the close account form to close out your other accounts and we will do the rest!Begin using your St. Anne’s account and close out your other old accounts. Make sure you have a small amount of funds available to cover those automatic withdrawals and destroy your old checks, ATM/Debit card, and deposit slips safely.
3. Set up your automatic transactions
Redirect your automatic transactions over to us! Use the checklist provided for easy access to all your information in one place. Then fill out the automatic deposits and withdrawal forms to redirect your accounts over to your new St. Anne’s account
SAMPLE DEPOSIT AND WITHDRAWALS INCLUDE: ACCOUNT DEPOSITS
- Your employer’s Human Resources or Payroll department (direct deposit)
- The company handling your retirement or pension payments
- Social Security Administration
ACCOUNT WITHDRAWALS
- Mortgage
- Homeowner’s insurance
- Auto insurance
- Life insurance
*Why Account Switch Kits are Essential. Kasasa, December 6, 2019 by Andrew Swinney.
