EZ Switch Kit

Switch your accounts to 1st Bergen in Four easy steps.

1st Bergen Federal Credit Union has made moving your accounts fast and convenient with our Switch Kit. All the letters and forms you will need to make this transition as easy as possible are provided here…so all you have to do is print, complete the required information, bring the forms to any 1st Bergen office and we'll fax or mail them for you, at our expense.

 

Four Simple Steps to Switch:

  1. Open a membership account; all you need is $5.00 to start and maintain a savings account. You may do this by visiting any of our branch locations or by downloading a Membership Application.
  2. Download and complete all the necessary forms below and print the checklist to mark your progress.
  3. Verify that all checks, card transactions, and scheduled bill payments have cleared your old checking account.
  4. Close your account(s) at your old financial institution.

 

PrinterPrint the EZ Switch Kit checklist
Check off boxes on printed copy as you complete items.

 

UntitledDirect Deposit Change Request
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 1st Bergen Federal Credit Union account.

 

UntitledAuthorization Agreement for Direct Deposit
Notices to set up direct deposits with any new companies or individuals.

To change Social Security deposits, visit:
http://www.socialsecurity.gov/deposit/howtosign.htm
Or call the Social Security Administration at:
1-800-772-1213 (TTY 1-800-325-0778)
1st Bergen Federal Credit Union
Routing/Transit number:
021283916

 

UntitledAuthorization for Canceling Automatic Payments
Notices to companies that automatically take payments from your checking (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to banks, child support or court issued payments) notifying them that you are switching the account.

 
UntitledAuthorization for Transferring Automatic Payments
Notification with your new account if you wish to continue automatic payments at 1st Bergen Federal Credit Union.

 

UntitledAuthorization for Automatic Payment
Send written notice to the company currently receiving automatic payments from your account that you are using a new financial institution.

 

UntitledNotification if you wish to add new automatic payments.
Contact companies that take payments from your old checking account using a debit card. Inform them of your new 1st Bergen Federal Credit Union Membership number and expiration date. (If you prefer, you may set up this payment up as an automatic payment rather than debit card payment using the Authorization for Automatic Payment Form.

Make sure to verify your direct deposits and automatic payments have begun posting to your new account, before closing your previous accounts.

 

 UntitledAccount Closing Request
Send written notice to your old financial institution informing them you are closing your account.