Open a TCU Checking Account, or, if you already have one, skip to step 2. Open online, by phone (800-877-8328) or visit your nearest branch.
Stop Using the Checking Account You Plan to Close. Stop writing checks, initiating payments and using your ATM/ Debit Card to allow all transactions to clear.
Switch Your Direct Deposit To Travis! Transfer your direct deposits from your old account to your TCU checking account. You will need the following:
Once you have this information, complete your Direct Deposit form and send it to the company(s) that make the direct deposit into your account, including your employer, your retirement or pension plan, and government direct deposits.
Change Your Automatic Payments Transfer your Automatic Payments such as recurring loan payments, insurance, utilities, Internet service providers, health club memberships, etc. from your old checking account to your new TCU account. The following items will be needed:
Once you have the necessary information, complete the Automatic Payments/ Transfer Request Form and send it to your biller.
Close Your Old Account Once your last check, automatic deposits/withdrawals, and automatic payments have cleared, you are ready to close your former account, if you desire. To instruct your former financial institution to close your account, you will need:
You're done! Enjoy the benefits of your TCU checking account and your membership with Travis. For questions, please call 800-877-8328 or visit your nearest branch during normal business hours for assistance.
Thank you for your membership.
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