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Membership Switch Kit

American Lake Credit Union has made moving your accounts fast and easy. We’ve taken the hassle out of switching!

Switch your accounts to American Lake Credit Union in three easy steps.

Our switch kit includes everything you need to help you make a smooth transition to American Lake Credit Union.

Just follow these simple steps:

Step 1:   Open an account at American Lake Credit Union. All it takes is $5 to start.
Visit one of our branches today to open your account.

Branch Locations 

Step 2:   Gather all information on companies that make electronic deposits or withdrawals from your account.   Use our handy “to do” list to help you make the switch.

Switch To Do List

Direct Deposit Change Form

Automatic Withdrawal Change Form 

Download copies and bring all the necessary forms to one of our branches.*

If you receive Social Security benefits, you can set up/change Direct Deposit of your checks by visiting www.ssa.gov or by calling 1-800-772-1213.

To download the official government form for Direct Deposit for all other government benefits, visit www.GoDirect.org or call toll-free 1-800-333-1795.

Step 3:   Complete the Close Account Request form and mail it to your previous financial institution to close your old accounts and transfer funds to American Lake Credit Union. Verify that all checks and card transactions have been cancelled in your old checking account. Allow at least 10 business days for checks to clear.

Close Account Request Form

Worksheet to Balance Your Old Account

*PDF viewer such as Adobe Reader is required to view the above form.

   

 


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