Now that you have opened an account with Service Plus Credit Union, use the Switch Kit to create and mail out the appropriate letters to notify others of your account change.
For security purposes, we do not allow you to save the application process in the middle, so please make sure you have all of your 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 Service Plus Credit Union account information
Start by adding your Service Plus Credit Union information. If you don't have an account with Service Plus Credit Union you will need to open one before switching.
Step 2 - Your previous account information
Your previous financial institution information is needed to close your old accounts.
Step 3 - List any automated debits (ACH) and or Direct Deposits
Gather all information on companies that make electronic withdrawals from your account or Direct Deposits to 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. 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 and add them to your Service Plus Credit Union online bill pay service Service Plus Bill Pay. If you have not yet signed up for Service Plus Bill Pay sign up here or call 951-680-1998.
This switch kit is a tool to use after opening your membership or checking account with a Service Plus employee. At this time, online account openings are not available. We apologize for any inconvenience this may cause. {Reminder} Please use your member number assigned to you at account opening in the "account number" fields. You can also find your member number in the MICR line of your temporary checks or by calling 951-680-1998.