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Switch Assistant

R-G Federal Credit Union

Switch your checking account with confidence.

Use this Switch Assistant to organize your direct deposit, recurring bills, old account closure, and next steps for your new R-G checking account.

This tool helps you stay organized. It does not switch payments, direct deposits, or accounts for you. You will still need to contact your employer, payroll provider, billers, and old financial institution to complete each change.

1. Account

This Switch Assistant is for R-G checking account holders.

Used for file naming only. This tool does not send email.

2. Direct Deposit

Use this section to prepare your direct deposit instructions for your employer or payroll company.

 
Your direct deposit form will include a check-style account information section to help you provide payroll with the details they need.

3. Bills and Payments

Keep all your recurring bills in one place so you know what needs to be updated with your new checking account.

Important: Entering bill information here does not update your payment method automatically. This is only a personal worksheet to help you stay organized. You still need to contact each biller and provide the new payment information yourself.
 
Download Common Bills PDF
You can use this information to set up your FREE Bill Pay with R-G!

4. Old Account Closure

Use this section to organize the information needed to close your old account after all transactions have cleared.

Only close your old account after direct deposits, automatic payments, and outstanding checks have fully cleared.

Where should any remaining balance go?

5. New Checking Account Checklist

Keep track of a few final items so your new R-G checking account is fully set up.

R-G Federal Credit Union | rgfcu.com | 866-852-6478 | 421 Remington Plaza Ct., Raymore, MO 64083
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