SwitchInserts - Close Account - Change Automatic Withdrawal - Transfer an Auto Loan

Sep 17, 2026

Upload by Elsa

SwitchInserts compiles insert-style form text for credit union account changes, including instructions to close an account at another financial institution, stop automatic withdrawals and redirect them to the member’s credit union, and transfer an auto loan. It provides requester/address blocks, consent and certification language, payoff authorization terms, application steps and co-applicant details, and notes on eligibility verification, finance charges, and required documentation to process the requested servicing actions.

LanguageEnglish

CategoryForms

FormatPDF

Pages4

Reading Time2 min

AccessFree to download

CLOSE ACCOUNT

CHANGE AUTOMATIC WITHDRAWAL

TRANSFER AN AUTO LOAN

CLOSE ACCOUNT (Use the form to close an account at another financial institution) | Date | | --- | | Bank’s Name | | Address | City, State, Zip To Whom It May Concern: Please close my account (account number), and send a check for the remaining balance to me at the address listed below. If you have any questions about this request, please contact me during the DAY / EVENING (circle one) at ( ) (phone number) . Thank you. Sincerely, | Signature | | --- | | Name (please print) | | Address | City, State, Zip Co-Signer Signature Co-Signer Name (please print) CHANGE AUTOMATIC WITHDRAWAL | Date | | --- | | Name of Company That Makes Automatic Withdrawal | | Address | City, State, Zip To Whom It May Concern: You are currently withdrawing $ (amount) for my (what payment is for), (account or other identifying number), (when) from the following account: Old Bank: Bank Routing Number: Account Number: Please stop making withdrawals from that account and instead make them from: MY Credit Union Bank Routing Number: 321174819 Account Number: If you have any questions about this request, please contact me during the DAY / EVENING (circle one) at ( ) (phone number) . Thank you. Sincerely, | Name (please print) | | --- | | Address | City, State, Zip TRANSFER AN AUTO LOAN You’ll save time because we handle all the paperwork. Complete our Speedy Application and Payoff Authorization Form and return them to us. Upon credit approval and completion of the loan documentation*, we will handle the transfer for you. Apply for a loan 24 hours, 7 days a week online – [www.MyCUonline.org](www.MyCUonline.org) or via telephone –(866) 564-0878 for faster loan approval. Equal Opportunity Lender *You may be required to submit additional information to qualify for the loan. Speedy Application “Married applicants can apply for an individual account. Please indicate if you want an individual account in your name or a joint account with another person: Notice: applicant/co-applicant need not reveal income from alimony, child support or separate maintenance if such income is not to be considered as a basis for repaying the obligation. Complete co-applicant section if (1) this is to be a joint account with your spouse,(2) your spouse will use this account,(3) you live in a community property state (Arizona, California, Idaho, Louisiana, New Mexico, Nevada Texas, Washington or Wisconsin) or (4) you are relying on your spouse’s income in applying for the credit. This section must also be completed about your co-applicant if this is for a joint account with someone other than your spouse. ❑ Yes, I want to start saving money on my Auto Loan by transferring it to MY CU. Mail or fax your completed application to: MY CU, P.O. Box 5824, Redwood City, CA 94063; Fax: (650) 366-5511. Please tell us about yourself… Last Name: First Name: MI: Address: City: State: Zip: Home Phone: Work Phone: Email: Family Member Not Living With You: Family Member Phone Number: Tax ID/Social Security Number: Marital Status (If residing in a community property state): ❑ Married ❑ Unmarried ❑ Separated Employer: Hire Date: Yrs: Gross Salary $ ❑ Weekly ❑ Bi-weekly ❑ Semi-Monthly ❑ Mortgage $ or ❑ Rent $ Your Co-Applicant ❑ Spouse Last Name: First Name: MI: Address: City: State: Zip: Home Phone: Work Phone: Email: Family Member Not Living With You: Family Member Phone Number: Tax ID/Social Security Number: Marital Status (If residing in a community property state): ❑ Married ❑ Unmarried ❑ Separated Employer: Hire Date: Yrs: Gross Salary $ ❑ Weekly ❑ Bi-weekly ❑ Semi-Monthly ❑ Mortgage $ or ❑ Rent $ Payoff Authorization Complete this form if you want a loan balance from another financial institution to be paid off with a MY CU loan. Continue to make Minimum Monthly Payments on your other loans by the Pay

FAQs

What information is needed to close an account with another financial institution?

Provide the date, the bank name and address, the member’s address details, and recipient contact information. Include an account number and a request to send the remaining balance by check to the listed address.

How do you change automatic withdrawals to MY Credit Union?

Enter the current withdrawal details (amount, payment purpose, identifying account number, and schedule) plus the old bank routing and account numbers. Then provide the request to stop withdrawals from the old account and redirect them to MY Credit Union, including its routing and account information.

What does the auto loan transfer and payoff authorization require?

Complete a Speedy Application and Payoff Authorization form, provide applicant and co-applicant details, and submit the required documentation after credit approval. The authorization includes terms about continuing minimum monthly payments until payoff to avoid additional finance charges and late fees.

Sep 17, 2026

Upload by Elsa