The Switch Kit is a free online tool that allows you to quickly and easily change your accounts from one financial institution to CME Federal Credit Union. By filling out a series of forms, the Switch Kit provides all the documentation that is needed to complete the process. Just print off the documents and mail to notify companies of your account switch.

What you need to get started:
For security, we do not allow you to save the application process in the middle, so please make sure you have all the appropriate information up front. If you need to gather your information and return to the online Switch Kit, use the Pre-Transfer Worksheet.

Step 1 - Your new CME Federal Credit Union account information.
If you don't have a CME Federal Credit Union account you will need to open one before switching. If you have both a checking account and a savings account, you will have the option to select which account your Direct Deposits, Electronic Payments, and Payroll funds are transferred to.

Step 2 - Your previous financial institution information.
Your previous financial institution information is needed for you to close your previous accounts.

Step 3 - A list of any automated debits (ACH).
Gather all information on companies that make electronic withdrawals from your account. This includes automatic debits (ACH) or automatic charges to your debit and/or credit cards. Common uses of automatic debits include rent/mortgage, utilities, phone, and cable bills.

Step 4 - Any Direct Deposits.
List any companies who regularly deposit funds into your account. Some common uses of Direct Deposit include payroll, taxes, retirement and pension plan accounts, or expense reimbursements. Social Security customers need to call the Social Security Administration at 800-772-1213 or go to www.ssa.gov. If you have Direct Deposits through the military, visit myPay.

Electronic Payments (Online Bill Pay)
If you use an online bill pay service at your previous financial institution, be sure to cancel each payee .

You will have a chance to view and edit all the information before you create your documents. When you are finished with the Switch Kit, you can delete the session to ensure your information is safe.