Switch Kit

Now that you have opened an account with Montana Health FCU, use the Switch Kit to create and mail out the appropriate letters to notify others of your account change.

What you need to get started:

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 Montana Health FCU account information

Start by adding your Montana Health FCU information. If you don't have an account with Montana Health FCU 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 Deposits 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 .

Switch kit provided by Financial Institution Switch Kit - www.fiswitchkit.com

Account Access

Having trouble with online banking?

NOTE : If you don't know your Account Number / Password or to sign up for this service please contact a Account Service Representative.

Still Need Help? Call (406) 259-2000

Frequently Asked Questions

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