Membership Switch Kit
Maroon Financial 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 and mail the letters to the appropriate companies and/or individuals.

Three Simple Steps to Switch

Switch Kit ~ Checklist

Print the checklist
Check off boxes on printed copy as you complete items.

			Direct Deposit Change Request 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 account at Maroon Financial Credit Union. Authorization Agreement for Direct Deposit Send written notice to set up direct deposits with any new companies or individuals. To change Social Security deposits, visit: www.ssa.gov/deposit/howtosign.htm Or call the Social Security Administration at: 1-800-772-1213 (TTY 1-800-325-0778) Maroon Financial Credit Union Routing/Transit number: 271081560 Authorization for Canceling Automatic Payments 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 banks, child support or court issued payments, etc.) notifying them that you are closing the account. Authorization for Transferring Automatic Payments Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial institution to Maroon Financial Credit Union. Authorization for Automatic Payment Send a notification to companies in order to set up new automatic payments. Verify that your direct deposits and automatic payments have begun posting to your new Maroon Financial Credit Union account. Account Closing Request Send written notice to your old financial institution informing them you are closing your account.

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