Print this form and bring into the closest branch location. One of our Switch Experts can help you make the EASY switch to DATCU. If we can be of any assistance, please call an SERV Representative at 940-387-8585 or toll-free 866-387-8585.
DATCU Switch Checklist
This checklist will help you make the switch to DATCU hassle-free. You may print this list and keep it handy while you are making the switch.
Things to bring with you:
- Bill Pay: company names, address, account numbers, statements
- Automatic Payments/Drafts: Company name, address, account number, payment amount, date drafted
- Old Financial Institution Name, address, account numbers, debit cards
- Direct Deposit: employer, address
Double check the following:
- Your previous month’s bank statement to verify you have sent written notice to all merchants.
- All checks have cleared on your old checking account.
- You have enough funds available in your account to cover any automatic payments that may yet need to be withdrawn.
- Maturity dates, if transferring a Certificate of Deposit, in order to avoid possible penalties.
Bill Pay/Automatic Draft
- Cell Phone
- Health Club
- Auto Loan
- Auto, Health, Life Insurance
- Charitable Contributions
- Credit/Debit cards
- Social Security