FORUM Switch Kit

It's easy and convenient to switch your accounts to FORUM Credit Union!  FORUM provides you with a switch kit checklist along with prewritten forms for you to fill in, sign, and send to the vendors you use.  Click on the FORUM Switch Kit below.

FORUM Switch Kit

Forms you'll find in the switch kit:

• Direct Deposit Form
  Use this form to change your direct deposit from your old account to your new FORUM account.  Or, use this form to sign up for a new direct deposit.
• FORUM Direct Deposit Form
  Use this form to sign up for direct deposit and to allocate funds within your FORUM account.
• Automatic Payment Form
  Use this form to transfer automatic payments from your old account to your new FORUM account.  Or, use this form to start a new automatic payment from your FORUM account.
• Automatic Payment Cancellation Form
  Use this form to cancel your automatic payment(s) from your old financial institution account.
• Account Closing/Transfer Form
  Use this form to close your existing account and have the remaining balance transferred to your new FORUM account.