Open your new account
Transfer automatic payments and deposits
Once your new account is opened, you’ll need to notify companies and financial institutions that make automatic withdrawals from your old account. Learn more.
Close your old account
Now that your automatic payments and deposits are transferred, you can close your old account. Be sure to leave your accounts open long enough for outstanding checks and withdrawals to clear.
Welcome to the credit union! Now that you are a part of the UMe family, be sure to stop by our branch and say hello!
Transferring automatic payments and deposits
You may need to notify utility companies, telephone, cable, mortgage, auto insurance, life insurance, and/or anyone else that you pay through automatic transfers. You also will need to notify any company that makes automatic deposits into your account, such as direct deposit through your employer.
We’ve included two downloadable forms to use to notify all parties of the switch. Check with the involved parties to make sure they will accept this form. Some parties may require you to fill out a form of their own: