Membership Switch Kit

We’re glad you’re here! To help make the transition to your new PECU checking ac­count, the steps below will guide you through the “switch” from your current account to your PECU account. If you have any questions about these forms, please contact our Financial Services Department. We will assign a Financial Services Representative to assist you with each of the steps involved with switching your checking account to PECU. Simply call 512-474-1955. Outside of Central Texas, call toll free 1-800-772-1955.

1. BALANCE YOUR CURRENT ACCOUNT FORM
Fill out this form to determine the ending balance in your current checking account. Then, use your ending balance total to write your check for your opening PECU deposit.

2. DIRECT DEPOSIT AND AUTOMATIC PAYMENT SWITCH FORM
Do you have direct deposit transactions or automatic payments made to your current check­ing account? If so, complete this form to re-direct them to PECU.

3. CLOSE ACCOUNT FORM
Completion of this form is authorization for your existing checking account to be closed. Please send the completed form to your current financial institution.