Switching Made Easy

Congratulations on making a great decision to join OUCU Financial! We want to make switching from your old bank to OUCU easy.

Step 1: Open your new OUCU checking and savings account

Open Account

Step 2: Change or start your direct deposits

These could include your paycheck, government deposits, brokerage deposits, child support or other transfers. See your employer/HR department for details on direct deposit.

Here are some forms to get started:

• Start a new direct deposit
• Make a change to an existing direct deposit
• Social Security deposit change
• Ohio University payroll forms

Step 3: Change or start your automatic payments/withdrawals

These might include your automatic debits to utility companies, phone, cable, trash, etc. Contact the service provider for their auto payment process.

Here are some forms to get started:

• Start your automatic payment or withdrawal
• Cancel automatic payment or withdrawal
• Change existing automatic payment or withdrawal

Step 4: Close your old bank account

• Check with your financial institution for forms that need to be completed to close your account. Here is a sample Account Closing Form if needed.

Make sure all checks, debit card transactions, and scheduled bill payments have cleared your old checking account.