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Switch Kit

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Checking Account Switch Kit

Switching your checking account to Rock Valley Credit Union is simple. We've created a switch kit to make your transition quick and easy! Download our switch kit; which includes the easy steps outlined below, checking application, and helpful forms to help you make a smooth transition.

Just follow these 5 easy steps:  

  1. Open your Rock Valley Credit Union Checking Account:
    • Open an account with initial minimum deposit of $25.
    • Be sure to order a Visa® Debit Card.
  2. Move your Direct Deposit to your new Rock Valley Credit Union Checking Account:
    • To move your payroll Direct Deposit, contact your Human Resources department for details.
    • If you have other sources of Direct Deposit such as Social Security (visit ssa.gov/deposit or call 800-772-1213 to change Social Security deposits by phone) or a retirement plan, remember to change those too. You will need to provide the Rock Valley Credit Union ABA routing number 271988388 and your checking account number.
  3. Redirect your automatic payments:
    • Move automatic payments or withdrawals such as loans and recurring bills to your new Rock Valley Credit Union Checking Account at least two weeks before the next payment is due.
    • You will need to provide the Rock Valley Credit Union ABA routing number 271988388 and your checking account number.
    • Set up your new Bill Pay and sign up for Online Statements through online banking, if you haven't already.
  4. Stop using your old checking account:
    • Stop using your old account and allow enough time for any outstanding checks, automatic payments and debit card transactions to clear. Destroy any unused checks, ATM and debit cards.
  5. Close your old checking account:
    • Close your old account by sending the attached completed form to your old bank.

Download our Switch Kit Today!

 

switch kit