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KeyPoint Switch Kit

By using our KeyPoint Switch Kit, you can quickly take advantage of KeyPoint’s full range of products and services. The letters and forms that you will need to make this transition are provided here. All you have to do is print and mail the letters to the appropriate institutions or individuals.

There are four simple steps to switch:

Step 1: Open your KeyPoint Credit Union account online or visit the nearest KeyPoint Credit Union branch.

Step 2: Transfer your automatic transactions to KeyPoint Credit Union. Download the required pdf forms provided below and complete the information:

• Switch Kit Checklist
• Direct Deposit Change Request Form
• Authorization to Change Automatic Payments
• Authorization for Automatic Payment Transfer
• Authorization for Automatic Payment Form
• Account Closing Request Form

Step 3: Mail the forms to the required financial institutions and individuals.

Step 4: Close the account at the old financial institution. Verify that all checks, card transactions and scheduled bill payments have cleared the old checking account.

Congratulations, you are now one step closer to financial freedom!