Switch Kit Checklist
By switching your checking account to PFFCU you will be able to take full advantage of all our FREE EXPRESS access services such as FREE Direct Deposit, FREE online banking with FREE PC EXPRESS Banking and FREE Bill Payer.
- Open a FREE PFFCU Checking Account by visiting a branch, applying online, or by phone at 800-228-8801 or 215-931-0300. You should also apply for a PFFCU Debit Card at this time.
- Sign up for PC EXPRESS, PFFCU’s FREE online banking service, and FREE 24-hour telephone EXPRESS banker. Apply Now »
- Enroll in PFFCU’s FREE Bill Payer through either PC EXPRESS or 24-hour EXPRESS Banker.
The checklist below will guide you through what you need to do in order to easily switch to PFFCU. To make this process even easier, you can use the forms that are linked within the checklist.
- Have your employer transfer your payroll direct deposit to PFFCU. Give them the Direct Deposit Authorization form, which includes our ABA routing number.
- If you are receiving other automatic deposits to your existing account such as retirement, pension and/or social security, contact the group that is making these deposits and tell them to route future deposits to PFFCU. To change Social Security deposits, visit their website at http://www.ssa.gov/deposit/howtosign.htm or call the Social Security Administration at 1-800-772-1213 (TTY 1-800-325-0778). To contact the Veterans Administration call 1-800-827-1000. Use the Automatic Deposit form for other automatic deposits. This form has all the key information (PFFCU address, phone number and routing number) that will be needed with the exception of your PFFCU account number which you can provide.
- If you currently have automatic withdrawals made from your old account (i.e. subscriptions, memberships) use the Automatic Withdrawal form to notify the companies that you are closing your old account and that you wish to now have the withdrawals made from your PFFCU account. You can also set-up new withdrawals by using the same form.
- Contact companies that take payments from your old checking account using a debit card. Inform them of your new PFFCU Debit Card number and expiration date.
- Let outstanding checks and automated withdrawals clear out of your old account. Make sure funds are available in your old account to cover these items.
- Dispose of your old checks, debit cards, credit cards and deposit slips.
- Use the Checking Account Closing Request form to notify your old financial institution that you are closing your account. Cancel the electronic bill pay service with your old financial institution if you have one.