Align Credit Union Switch Kit
The process to switch accounts from another financial institution to Align Credit Union is easy and convenient.
To assist you with a seamless transition, please follow the steps outlined below.
Steps to Switch Accounts
- Print the checklist to monitor your progress.
- Open a new membership account by visiting any of our branch locations or by completing the application online at Aligncu.com.
- Discontinue use of your previous account.
- Download and complete the Direct Deposit Request Form and Automatic Payment Form. Provide the necessary forms to the relevant companies or organizations currently depositing or withdrawing funds from your existing account via mail, fax, or email.
- Transfer any linked accounts, such as Venmo, PayPal, Zelle, etc.
- Close your account at your former financial institution.
Please be aware that some payees or vendors may not authorize changes to an account requested by a third party. If this applies, you may need to contact the payee or vendor directly. Should you have any questions regarding the transfer process to Align Credit Union, please visit any of our branch locations or contact us at 800-942-9575. Our team is committed to supporting you throughout your account transition.
