Welcome!
Thank you for being part of our Consumers Family! In this packet
you will find the forms you need to close accounts and move
money to Consumers. We’ve made setting up direct deposit and
automatic withdrawals easy! Our switch forms include:
• Direct Deposit Change Request
• Automatic Withdrawl Request
• Close Accounts Elsewhere Request
As you begin, you’ll need to know your account numbers and
routing number for Consumers. Your account numbers can be
found in Online Banking. See the check image below to easily
locate our routing number and your checking account number.
MEMO
272481839
0123456789
routing #
account #
0123
SET U P DI R E C T D E P OSI T
Contact these agencies (if applicable) to set up direct deposit:
• For Social Security deposits, call the Social Security
Administration at 800.772.1213, visit www.ssa.gov, or contact
us for assistance.
• For military deposits, visit www.dfas.mil.
• For payroll and all other deposits, including dividend and
interest funds, allotments, and government pay, please print
out and complete the enclosed Direct Deposit form for EACH
request and give to your employer or other organization.
Federally insured by NCUA
DIR E C T YO UR AU TO M AT I C PAYM E NTS
TO CO N S U M E R S C R E D I T UNI O N
• Print out an Automatic Withdrawal Change/Request form
for each of your current automatic withdrawals and any new
withdrawals you would like to establish.
• Completely fill out each Automatic Withdrawal form. Your
Consumers Credit Union account number and signature
authorize the company to withdraw payment from your account
with Consumers
• Mail each form to the appropriate company. Your automatic
withdrawals will be established at Consumers Credit Union
within 30 to 60 days.
MOV E YOU R O N L I N E B A N KI NG
AND BI L L PAY S E RV I C E
• Make a list of all your bills. You will need each payee’s company
name, complete address, phone number, and your account
number for each bill.
• Visit our website to enroll in Online Banking and enter your
payment information into Bill Pay. Instructions are available at
ConsumersCU.org/Banking/Online.
Note: Be sure to cancel your current bill pay service before you
begin paying bills with Consumers Bill Pay.
CLOS E TH E O L D ACCO U N TS
YOU NO LO N G E R N E E D
Once your direct deposits and automatic withdrawals have been
established with your Consumers account and any outstanding
checks or transactions have cleared your old accounts, close the
accounts you no longer need by sending your former financial
institution the completed Close Account Request form.
Federally insured by NCUA
Direct Deposit Change / Request
Give this form to your employer or other organizations you’d like to have send us your direct deposit of funds.
Please change or establish my direct deposit per my instructions.
PREVIOUS FINANCIAL INSTITUTION
CHECKING ACCOUNT NUMBER TO BE DISCONTINUED (IF APPLICABLE)
YOUR NAME
PHONE
YOUR ADDRESS
CITY
STATEZIP
I authorize my direct deposit to be routed to my Consumers Credit Union account number:
Routing # 272481839
to Checking
to Savings
EFFECTIVE DATE: X
PRIMARY ACCOUNT HOLDER’S SIGNATURE
DATE
YOUR EMPLOYER
ADDRESS
CITY / STATE / ZIP
CONTACT
PHONE
ConsumersCU.org
800.991.2221
Automatic Withdrawal Change / Request
Complete a copy of this form for each company you authorize to make automatic withdrawals from your
account (for example: for vehicle loan payments, utility payments, gym fees, memberships, etc.).
Attention billing company: If you cannot accept this written request regarding my automatic
withdrawal or if you have a question about this request, please contact me directly using the
information below.
TO:
COMPANY NAME
ADDRESS
CITY
STATE
ZIP
FROM: YOUR NAME
WITHDRAWAL $
ADDRESS
CITY
STATE
ZIP
PHONE
ACCOUNT NUMBER
I authorize this automatic payment to be debited from my Consumers Credit Union account
number:
Routing # 272481839
EFFECTIVE DATE: Check all that apply:
existing withdrawal or
from checking or
monthly or
new withdrawal
from savings
weekly
I understand that this authorization is to initiate a pre-authorized, automatic withdrawal for payment to the billing company. I
further understand that it is my responsibility to learn from the company any costs, fees, or procedures associated with automatic payments or cancellation, as thisauthorization does not override any policies of the billing company. I understand that to
stop payment on a pre-authorized payment, I must notify Consumers Credit Union at least ten (10) business days before the
scheduled payment. Refer to Consumers Credit Union’s Disclosure and Agreement for Electronic Funds Transfers for full details.
X
PRIMARY ACCOUNT HOLDER’S SIGNATURE
DATE
ConsumersCU.org
800.991.2221
Close Account Request
Prior to closing your account, confirm that all checks and transactions have cleared the account and that direct
deposit and automatic withdrawals have been established on your new Consumers Credit Union account(s).
Please close this account(s) per my instructions.
FINANCIAL INSTITUTION
ACCOUNT NUMBER TO BE CLOSED
ADDITIONAL ACCOUNT NUMBER TO BE CLOSED
ADDITIONAL ACCOUNT NUMBER TO BE CLOSED
NAME(S) ON ACCOUNT(S) TO BE CLOSED
PHONE
ADDRESS ON ACCOUNT(S) TO BE CLOSED
CITY
STATEZIP
I authorize the transfer of any remaining balance to my
Consumers Credit Union account number:
Routing # 272481839
to Checking
to Savings
EFFECTIVE DATE: X
PRIMARY ACCOUNT HOLDER’S SIGNATURE
DATE
ConsumersCU.org
800.991.2221