We’ve created this Switch Kit to make your transition to IBM Southeast EFCU as effortless and seamless as possible!

Just follow these four easy steps:

STEP 1: BECOME A MEMBER
Open your Membership and Checking Account online by using our secure Online Application. Or if you’d prefer, you can download our Membership Application using Adobe Acrobat. You can also call us at 800.873.5100 or 561.982.4700, email us at serviceplus@ibmsecu.org, or stop by your local branch for an application and more details.

STEP 2: SET-UP OR SWITCH DIRECT DEPOSIT
Use our Direct Deposit Form to set up automatic deposits from you employer or to switch it from another financial institution.

STEP 3: SWITCH AUTOMATIC PAYMENTS
Complete our Switch Automatic Payments Form and give it to any company or payee who is automatically debiting funds for bills or other reasons from your old financial institution.

STEP 4: CLOSE OLD ACCOUNT(S)
Once you know your direct deposit and/or pre-authorized payments are going to your IBM Southeast EFCU Checking Account, and all of your checks have cleared your old checking account, submit our Close Account Form to your old financial institution.

Please contact us at 800.873.5100 or 561.982.4700, or email us at serviceplus@ibmsecu.org if you have any questions or need assistance.