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Membership Switch Kit

1ST Gateway has made moving your accounts fast and convenient with our Switch Kit. The letters and forms you will need to make the transition easy are provided here. All you will need to do is print and mail the letters to the appropriate vendors and/or individuals.

Three Simple Steps to Switch

  1. Open a membership account. You can apply online or you can download a print membership application and bring it to any of our branch locations.
  2. Download and mail all the necessary forms found below and print the checklist to mark your progress.
  3. Close your accounts at your old financial institution. Verify that all checks, card transactions, and scheduled payments have cleared your old accounts before closing.

Switch Kit – Checklist

Print the Checklist

Direct Deposit Change Request or Authorization Form
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 1ST Gateway Credit Union account. Or 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:
1-800-772-1213 (TTY 1-800-325-0778)

1ST Gateway Credit Unions Routing/Transit number:
273973320
Authorization for Canceling Automatic Payments Form
Send written notices to companies that automatically take payments from your checking (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to banks, child support or court-issued payments) notifying them that you are closing the account.
Authorization for Automatic Payment Transfer Form
Add a notification with your new account if you wish to continue automatic payments at 1ST Gateway Credit Union.
Authorization for Automatic Payment Form
Send a notification if you wish to add new automatic payments. Verify that your direct deposits and automatic payments posted to your new 1ST Gateway Credit Union accounts.
Account Closing Request Form
Send written notice to your old financial institution informing them you are closing your account.
 
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