Switch Kits

now you can SWITCH WITH EASE

We can help make your change-over easier. Use our convenient Switch Kits to close your accounts and change your direct deposit* and automatic withdrawals.

Open Your New Account
Your first step is to open your new Truliant savings account. Once this account is open, you have access to all of our products and services, including free checking and low-cost loans. Stop by one of our convenient member financial centers today.

Switch Your Automatic Transactions
Our Switch Kit contains forms that will help you contact the companies and financial institutions that handle your automatic deposits and withdrawals. Any financial representative will be happy to assist you with filling out the forms. We even include a convenient checklist to keep track of people you may need to contact.

Close Your Old Accounts
Be sure to leave your old accounts active long enough to allow any outstanding checks and automatic withdrawals to clear. Be sure to leave enough money in place to cover these transactions, as this process may take several weeks. Once you're sure that the old accounts are inactive, you can ask your previous financial institution to send you the balance from that account. Then, just destroy your old checks, ATM/debit cards and deposit slips and you're done.

Make The Change
Experience the TRUdifference. Simply stop by a financial institution or call us toll-free at 800-822-0382.

Important Forms
Free Checking Application
Change Payroll Direct Deposit Form
Change Automatic Payments/Withdrawals
Close Account Form

*If you receive deposits other than payroll direct deposit, such as retirement or Social Security payments, contact the depositor for instructions on changing these deposits to your new Truliant FCU account.