- Open your membership at First General Credit Union.
- Verify that all checks, check card transactions, and scheduled bill payments have cleared your old checking account.
- Check maturity dates on Certificates of Deposit if transferring in order to avoid early withdrawal penalties.
Send written notices to companies with which you have direct deposit (employer, government deposits, pension, transfers from other financial institutions, investment dividends, child support or court-issued deposits, etc.) notifying them that you want to switch your direct deposits to your new First General Credit Union account.
Send written notice to set up direct deposits with any new companies or individuals. To change Social Security deposits, visit: the Social Security Administration website. Or call the Social Security Administration: 1-800-772-1213 (TTY 1-800-325-0778)
First General Credit Union Routing/Transit number: 272483099
Send written notices to companies that automatically take payments from your checking (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to banks, child support or court issued payments) notifying them that you are closing the account.
Add a notification to your new account if you wish to continue automatic payments at First General Credit Union.
Authorization for Automatic Payment
Send a notification if you wish to add new automatic payments. Contact companies that take payments from your old checking account using a debit card. Inform them of your new Credit Union Check Card number and expiration date. (If you prefer, you may set up this payment up as an automatic payment rather than debit card payment using the Authorization for Automatic Payment Form. Verify your direct deposits and automatic payments have begun posting to your new account.