Account Switch Kit

We make it easy to switch your current accounts to our credit union. Fill out the switch kit form and follow the steps listed below. It’s that easy!

Visit our branch to open your new personal savings (membership) and checking account. Be sure to ask about our other convenient services (VISA debit/ATM card, overdraft protection, online banking and electronic statements).

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Submit an AUTHORIZATION TO CHANGE MY DIRECT DEPOSIT Form*

Give this coupon to your employer’s payroll manager to have your regular payments electronically deposited into your OTSECU account. If you have Social Security benefits, visit our branch and we’ll help you fill out the federal form to move your direct deposit.

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Submit an AUTHORIZATION TO CLOSE MY ACCOUNT Form*

If you're banking with financial institutions other than OTSECU, it’s a good idea to close out those old checking accounts once all the checks have cleared and move the money to your OTSECU account. Simply fill out this coupon and mail or give it to your old bank to instruct them to close your account and send you your remaining balance.

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Submit an AUTHORIZATION TO CHANGE MY AUTOMATIC PAYMENT Form*

If you have any payments automatically deducted from your OTSECU account, please complete this form and give it to the company or creditor you are paying and they will begin taking the payment out of your OTSECU account.

Download the Switch Kit form

Questions?

Visit our branch or call (808) 847-8560 for details.
*Note: Some employees, businesses or institutions may have additional requirements to process your request.