At Freedom Credit Union, we make it easy for you to open new accounts with us and close your current accounts at another financial institution. Below is a step-by-step guide to help you through the process.
Note: You may complete the editable forms in our Switch Kit in one of two ways:
- Type your answers directly into the forms, save them to your hard drive and print them out to sign.
- Print out the forms and fill them in by hand.
SWITCH KIT FORMS
If you have any questions during the process, please call our Member Contact Center at (413) 739-6961 or (800) 821-0160 or visit any branch.
We look forward to serving you as a new member of Freedom Credit Union!
Step-by-Step Guide
- Open your Share Savings account and new checking account. At Freedom Credit Union, your Share Savings account is the core account of your membership.
- Enroll in Freedom@Home, our online banking system.
- Complete the Change in Direct Deposit form and bring it to your employer. For a VA change form, please call 877-838-2778. For a Social Security change form, call 800-772-1213.
- Fill in the Automatic Payment Checklist with the information for each automatic payment you have created. This will help you complete the next step.
- Using the information in the Automatic Payment Checklist, complete the Change in Automatic Payments form for each regular payment. For example, if you have 10 different automatic payments, you will need a Change in Automatic Payments form for each of the 10 payments.
- Make sure your direct deposit and automatic payments are being received into your new Freedom checking account.
- Make sure all checks with your former financial institution have been paid.
- Complete the Close My Account form and send it to your prior financial institution so they can close your accounts.