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Switch Kit

Just follow these four easy steps:

STEP 1: BECOME A MEMBER

Open your Membership and Checking Account by clicking here.

You can also call us at 800.873.5100, 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 your 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 IBMSECU 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 email us at serviceplus@ibmsecu.org if you have any questions or need assistance.

Events

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Retirement Basics Webinar on Jan 25

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Live Homebuyer Webinar on Jan 30

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BALANCE Webinar: FEDERAL vs. PRIVATE STUDENT LOANS on Feb 6

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