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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:

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

Direct Deposit Change Request or Authorization Form

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 Cancelling Automatic Payment 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 Cancelling Automatic Payment Form

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 Transfer Form

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.

Authorization for Automatic Payment Form

Account closing Request Form

Send written notice to your old financial institution informing them you are closing your account.

Account closing Request Form
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