Maybe you have been thinking about switching your checking account to TTCU, but just don’t know where to start. Well, in order to make the change as easy as possible for you, we have put together a list of instructions below to guide you through the process.

If you haven't done so already, you can request a checking account application be mailed to you by sending us an email. You can also call us at 749-8828 or (800) 234-8828 and ask to speak with a Member Service Representative to help you with this process.

You will need Adobe Acrobat Reader to view the forms discussed below. Download Acrobat Readerif you do not already have it.

1. Open your new TTCU checking account. Click here to see which one best suits your needs. Your new account number will be needed before you can change any electronic entries such as direct deposit or automatic debit to your new account. A member service representative can assist you in choosing the account that’s right for you.
   1. Complete the necessary forms to open the new account, Visa CheckCard (debit and ATM card), Virtual Branch (online banking) and MARCIA (telephone teller.)
   2. Decide on whether or not you want to receive paper statements or E-Statements.
   3. Order new checks.
   4. Decide on Direct Deposit.

2. Notify your Direct Deposit Processors including payroll deposits, social security payments and interest income. Many government agencies, including Social Security allow you to change your direct deposit over the phone. Click here for a Direct Deposit Change form. A list of agencies and their phone numbers are as follow:
   1. Social Security: (800) 772-1213
   2. Veteran’s Administration: (800) 827-1000
   3. Army, Navy, Air Force, Marines Retirement: (800) 321-1080

                                                               i.      Civilian and military personnel should use SF 1199A to change their direct deposit.

                               ii.   Note: Some companies may require that you complete their authorization form before the change is completed. Employers may also pay you by check until the change notification is submitted.

* We recommend that you keep your current account open until you can verify that the direct deposits are switched to your new TTCU checking account.

3. Notify your Electronic Payment Processors including insurance premiums, health club membership fees, mortgage payments, loan payments and utility payments such as phone, gas, cable or electric. Click here for an easy form for changing your automatic payments.

4. Send written notice to your old financial institution that you are closing your account. After you have changed your direct deposit and payments and have verified that all your checks have cleared on your old account; you are ready to close it. Write a check for the balance that remains in your account and deposit it in your new TTCU checking account. Make sure that you verify your ending balance is zero on the final statement and that your account has closed. Click here for an easy form for closing your account.

      Switch Kit Checklist

TO DO	DONE
1. Open TTCU Checking Account	P
2. Apply for Visa CheckCard
3. Apply for Virtual Branch
4. Apply for MARCIA
5. Order new checks
6. Sign-up for E-Statements
7. Notify Direct Deposit Vendors
8. Notify Direct Payment Vendors
9. Close old checking account

Checking Switch Kit Forms

New Direct Deposit

Tulsa Public Schools Direct Deposit

Tulsa Public Schools Direct Deposit to Savings Account

Direct Deposit Change

Automatic Payment Change

Account Close Request