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Beginnings Credit Union

Switch Deposits+

Switching accounts from another financial institution to Beginnings Credit Union is even easier!

 

Free | Convenient | Fast | Secure

 

Switch Deposits+ helps you move automatic payments and direct deposits from one account to another all in one place without having to fill out paperwork.

 

What can you use Switch Deposits+ for?

  • Moving a checking or savings account from another financial institution to Beginnings Credit Union
  • Consolidating accounts for life events like marriage or retirement
  • Setting up new deposit sources from life events like a new job or retirement
  • Separating accounts for special accounts or for life events like divorce

 

Directions

  1. If you have not already, enroll in  Beginnings Digital/Mobile Banking.
  2. Then click on the Switch Deposits+ tile
  3. Switch Deposits+ will help you identify existing automated payments and direct deposits to be switched, like:
    • Direct Deposits (Paycheck, Investment Income, Retirement Income, Social Security...)
    • Utility Bills 
    • Loan Payments
    • Entertainment/Memberships (Streaming Service, Gym Membership...)
    • Insurance
  4. Submit each switch

 

 

After you submit each switch, you can:

  • View the progress and details of your requested switches
  • Track and confirm when your account has been switched to Beginnings Credit Union
  • Initiate the closure of your previous account

 

 

Try out Switch Deposits+ and the many other convenient financial tools available in Beginnings Digital/Mobile Banking today.