Making the Move is Easy with SmartSwitch
Moving your accounts to Progressions Credit Union is the smart thing to do. We make it easy with these easy steps!
Below are links to forms you need to move your accounts to us and start enjoying membership with Progressions Credit Union. All you need to do is complete the forms, print and mail off to the appropriate individuals or companies.
Contact us if you need assistance.
Three Simple Steps:
STEP 1- Open your Progressions Credit Union membership and account online or by in person or by calling.
STEP 2- Download and mail all necessary forms below and print the checklist to mark your progress.
STEP 3- Close your account at your old financial institution. Verify that all checks, card transactions and scheduled bill payment have cleared your old checking account.
Checklist (Print off and check off as you progress through the process)
Direct Deposit Change Form (Send written notice to companies that you have direct deposit with employer, government deposits, pension, transfers from other financial institutions, child support or court issued deposits, investment dividends, etc…)
New Direct Deposit Authorization (To set up with any new companies or individuals):
To change Social Security deposits, visit: GODIRECT