Convenience
Switch Kit
Everything you need to move your account to Sperry Credit Union is right here! Our Switch Kit provides you with all the forms you need. Just follow these three easy steps:
| Step 1 - After you have opened your account with us and receive your member number, change over your direct deposit. Fill out the Direct Deposit Change Form and give it to your employer's payroll department. This form tells them everything they need to know to change your direct deposit to your Sperry account. | Direct Deposit Form |
| Step 2 - Change any automatic payments from your old checking account to your Sperry Checking Account using the Automatic Payment Change Notification. Send this form to each company that withdraws payments from your account. | Automatic Payment Change Notification |
| Step 3 - When your direct deposit and automatic payments are changed over, close your previous account. Fill out the Account Closure Notification and send it to your previous financial institution. This form will tell them where to send your remaining balance. | Account Closure Form |
The Switch is complete! Now you can experience all the benefits that your Sperry Checking Account has to offer.
