Check the boxes next to the items you've completed (if any). Print the checklist using the link to the right and keep it available for future reference. As you continue to complete items, simply check off the boxes on your printed copy.

Print Version

Open your membership and checking account at SAFE FCU. You may do this by visiting any of our branch locations or complete our contact form and we will contact you to open your account.

Verify that all checks, check card transactions, and scheduled bill payments have cleared your old checking account.

Make sure enough funds are available in your old account to cover any automatic payments, checks, and check card transactions that may still be withdrawn. Check maturity dates on Certificates of Deposit if transferring in order to avoid early withdrawal penalties.

Direct Deposit Change Request Form
Send written notices to companies with which you have direct deposit (employer, government deposits, pension, transfers from other financial institutions, investment dividends, child support or court-issued deposits, etc.) notifying them that you want to switch your direct deposits to your new SAFE FCU account.

Direct Deposit Authorization Agreement

Send written notice to set up direct deposits with any new companies or individuals.

To change Social Security deposits, visit: Social Security Online

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

SAFE Federal Credit Union Routing/Transit number: 253279691

Authorization for Canceling Automatic Payments Form
Send written notices to companies who automatically take payments from your checking account (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to other financial institutions, child support or court issued payments, etc.) notifying them that you are closing the account.

Authorization for Automatic Payment Transfer Form
Include a notification with your new account information if you wish to continue the automatic payments at SAFE Federal Credit Union.

Authorization for Automatic Payment Form
Send a notification if you wish to add a new automatic payment.

Contact companies that take payments from your old checking account using a debit card. Inform them of your new SAFE Federal Credit Union Debit card number and expiration date. If you prefer, you may set-up this payment as an automatic payment rather than debit card payment using the Authorization for Automatic Payment Form

Verify that your direct deposits and automatic payments have begun posting to your new SAFE Federal Credit Union account.

Account Closing Request Form
Send a written notice to your old financial institution informing them that you are closing your account.