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Dear ____________________________________________________, It s not me. It s you. I m sorry. I ve given this a lot of thought and well... this relationship isn t working out anymore. I ve met someone new... White Rose Credit Union. They re honest with me. Their actions back up their words... and I like how they treat me. I m sorry... It s been real . At least you ll have the fees you charged to remember me by. Best wishes and good luck. ____________________________________

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Page 1: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

Dear ____________________________________________________,,

It’’s not me. It’’s you.

I’m sorry.. I’ve given this a lot of thought and well... this relationship isn’t working out anymore.

I’ve met someone new... White Rose Credit Union. They’re honest with me.. Their actions back up their words... and I like how they treat me..

I’m sorry....It’’s been rea l. At least you’ll have the fees you charged to remember me by.

Best wishes and good luck..

____________________________________

Page 2: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

Breaking up is hard to do.

To make things easier, White Rose Credit Union has created a convenient kit to put an end to that rollercoaster relationship with your bank and help you move on to better things.

Enclosed, you’ll find a Membership Application and a Switch Kit to keep track of the important information you’ll need to make your life easier.

Just fill out the application and bring it to one of our branches and we’ll welcome you with open arms and $25 for opening a new account.

We know you’ve been through a lot in the past and we’re sorry. You deserve better and we’re here for you.

Cordially,

White Rose Credit Union

Page 3: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

Helpful Hints

Automatic DepositsThese are recurring payments automatically deposited into your account on a regular basis. Examples are payroll, social security, alimony, dividend or disability payments.

Automatic PaymentsThese are recurring payments automatically withdrawn from your account on a regular basis. Examples include mortgage payments, gym membership fees and insurance premiums.

Contact each companyFind out the address of the main accounting office where you should send the notice of change. Some companies have this information available on their website or billing statements. Make sure no other forms are required.

ABA Routing NumberWhite Rose Credit Union – 231387356

Easy Change ChecklistThis checklist will help you through each step of changing your account activity to White Rose Credit Union. For your convenience, please have a copy of your previous bank statement. This front page will help you organize your account activity. Track each step by listing the companies below.

Transfer Direct Deposit

Simply complete the Direct Deposit Change Notice and print out 2 copies. Mail one to each company that is automatically depositing into your existing account and keep one for your records.

Company: Date Mailed: Date Confirmed:

Transfer Automatic Payments to White Rose Credit Union

Simply complete the Automatic Payment Change Notice and print out 2 copies. Mail one to each company that is automatically deducting from your existing account and keep one for your records.

Company: Date Mailed: Date Confirmed:

Close Your Old Accounts

Once your direct deposit and/or automatic payments start coming into your new White Rose Credit Union account AND you know all of your checks have cleared your old account, complete and mail the Checking Account Closure Notice to your previous financial institution (s).

Financial Institution: Date Mailed: Date Confirmed:

© 2011 White Rose Credit Union1 of 4

Page 4: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

Helpful Hints

Timing is EverythingAfter all outstanding checks, automatic deductions and automatic deposits have cleared, you’re ready to close your former account.

For Multiple AccountsIf you have more than two (2) accounts, please print or ask for additional forms as needed.

Wire Transfer Instructions

Receiving Bank: Mid-Atlantic Corporate Federal Credit UnionABA # 231387550

For further credit to White Rose Credit UnionAcct #231387356

For Final Credit to

_________________________Customer name:

_________________________Acct #:

ReminderYour former bank may require additional forms or a written request to close your account. Contact your former bank to make sure no other items are required.Mail to:White Rose Credit Union3498 Industrial Dr.York, PA 17402-9050

© 2011 White Rose Credit Union2 of 4

Checking Account Closure NoticePlease complete the following with the account information for the account you wish to close. You will need to complete a form for each account you wish to close. Please be sure all checks have cleared prior to closing your checking account. The balance will be sent to your NEW White Rose Credit Union Checking Account.

Former Bank Name: _____________________________________________________

Former Bank Address: ___________________________________________________

To Whom It May Concern:

Please close my bank account(s) as described below:

Account #1

Name on account: ________________________________________________________

Account Number: ______________________ Checking Money Market Savings

Please send the balance of this account by: Official Check Wire Transfer

Account #2

Name on account: _______________________________________________________

Account Number: _______________________ Checking Money Market Savings

Please send the balance of this account by: Official Check Wire Transfer

Mailing Instructions for Official Check

Name: _________________________________________________________________

Address: _______________________________________________________________

Wire Transfer Instructions (please see ABA information under Helpful Hints)

Beneficiary’s Name: ______________________ Receiving Account # ________________

Beneficiary’s Address: _____________________________________________________

If you have questions, please contact: _________________ Phone #: ______________

Authorization

IMPORTANT- READ BEFORE SIGNING

By signing below, I authorize you to close my account and remit the balance of the account as designated above. Please cancel any ATM or Debit Cards associated with this account as well. Please contact me at the phone number above or White Rose Credit Union at 717-755-9773 with any questions.

Signature: ______________________________________ Date: _________________

Signature: _______________________________________ Date: _________________(if needed)

Page 5: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

Helpful Hints

Track Your RequestTo confirm that your automatic deposit is being deposited into your White Rose Credit Union account, check your White Rose Credit Union statement, sign up and log onto your online account at www.whiterosecu.com or call 717-755-9773

Follow UpAutomatic deposits should take effect within three deposit periods. Keep your former account open until all automatic deposits have been switched to your new White Rose Credit Union account. If you don’t see the deposit by this time, please contact the company.

ReminderNote that some companies or organizations, like the Social Security Administration, may require a special form. Contact the company or income source to make sure no other forms are required.

For Your ReferenceThe Social Security Administration phone number is (800) 772-1213.

For Multiple DeductionsIf you have more deposits that will not fit on this form, please print or ask for additional forms as needed.

Direct Deposit Change NoticeComplete and submit this form to the payroll department of the company or organization that is depositing funds to your existing checking account.

Follow these easy steps:

1. Complete, sign and date form.

2. Attach a voided check from your new White Rose Credit Union account.

3. Submit this form to each company/organization that is currently authorized to make automatic deposits to your account

Name: _________________________________________________________________

Social Security #: _______ - _______ - _______

Company: _______________________________ Phone: ________________________

Address: _______________________________________________________________

City: __________________________________ State: _________Zip: ______________

Previous Financial Institution Information

Institution: ______________________________________________________________

Account #: ______________________________________________________________

Address: _______________________________________________________________

City: __________________________________ State: _________Zip: ______________

New Financial Institution Information

Account #: ______________________________________________________________

ABA# 231387356

Phone: 717-755-9773

Fax: 717-840-9452

Authorization

IMPORTANT- READ BEFORE SIGNING

I hereby authorize my direct deposit to be sent to my NEW White Rose Credit Union account. I have attached a copy of a voided check for reference (optional).

Signature ____________________________________________ Date: ______________

(Account Owner)

© 2011 White Rose Credit Union3 of 4

Page 6: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

Helpful Hints

Track Your RequestTo confirm that your automatic deduction is being withdrawn from your White Rose Credit Union account, check your White Rose Credit Union statement, sign up and log onto your online account at www.whiterosecu.com or call 717-755-9773

Follow UpAutomatic deductions should take effect within two withdrawal periods. Keep your old account open until all automatic deductions have been switched to your new White Rose Credit Union account. If you don’t see the withdrawal by this time, please contact the company.

ReminderNote that some companies or organizations may require a special form. Contact the company or income source to make sure no other forms are required.

For Multiple DeductionsIf you have more than one automatic deduction, please print or ask for additional forms as needed.

Automatic Payment Change NoticeInform companies to have payments automatically deducted from your new White Rose Credit Union account. (i.e. mortgage payments, Insurance premiums, gym memberships, etc.)

This form can be used to complete one of the following (please select one):

Change an existing automatic payment from one bank account to a new bank account

Set up a new automatic payment to a third party payee

Cancel an existing automatic payment to a third party payee

You will need to complete a form for each payment. Please make copies of this form

Name: _________________________________________________________________

Social Security #: _______ - _______ - _______

Company to Receive Payment: ______________________________________________

Address: ___________________________________Phone: ______________________

City: __________________________________ State: _________Zip: ______________

Amount of Payment: _________________ Account #: ___________________________

Previous Financial Institution Information

Institution: ______________________________________________________________

Account #: ______________________________________________________________

Address: _______________________________________________________________

City: __________________________________ State: _________Zip: ______________

New Financial Institution Information

Account #: ______________________________________________________________

ABA# 231387356

Phone: 717-755-9773

Fax: 717-840-9452

Authorization

IMPORTANT- READ BEFORE SIGNING

By signing below, I authorize you to establish, cancel or modify my automatic payment as designated above.

Signature ____________________________________________ Date: ______________

(Account Owner)

© 2011 White Rose Credit Union4 of 4

Page 7: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

CenturyCentury Gothic BoldPantone 37064/5/100/24

NEW MEMBER OR EXISTING MEMBER ACCT # ____________ APPLICATION

MEMBERSHIP APPLICATION FORM

LAST NAME FIRST NAME MIDDLE NAME SOCIAL SECURITY NUMBER

CURRENT ADDRESS (NO P.O. BOXES) STREET CITY STATE ZIP YEARS AT ADDRESS

MAILING ADDRESS (IF NOT THE SAME AS CURRENT)

1. PROVIDE FORMER ADDRESS(ES) IF NOT AT CURRENT ADDRESS FOR 5 YEARS YEARS AT ADDRESS

2. YEARS AT ADDRESS

DRIVERS LICENSE # (NEED TO PROVIDE PHOTOCOPY) DRIVERS LICENSE STATE DATE OF BIRTH

HOME PHONE NUMBER HOME EMAIL ADDRESS

WORK PHONE NUMBER WORK EMAIL ADDRESS

CHECK ALL BOXES THAT YOU ARE APPLYING FOR – p SAVINGS p CHECKING p DEBIT CARD p ADD OWNER

IF YOU WOULD LIKE TO RECEIVE INFORMATION ABOUT OUR PRODUCTS, SERVICES AND/OR PROMOTIONS, PLEASE CHECK ALL THAT APPLY – p HOME EMAIL p WORK EMAIL

ELIGIBILITY OF MEMBERSHIP (WORKS, LIVES, SCHOOL OR WORSHIPS) – p YORK COUNTY p ADAMS COUNTY

WHITE ROSE CREDIT UNION MAINTAINS HIGH STANDARDS FOR THE PROTECTION OF PRIVACY OVER THE INTERNET. YOUR INFORMATION IS COMPLETELY PRIVATE AND WILL NOT BE SOLD.

LAST NAME FIRST NAME MIDDLE NAME SOCIAL SECURITY NUMBER

CURRENT ADDRESS (NO P.O. BOXES) STREET CITY STATE ZIP YEARS AT ADDRESS

MAILING ADDRESS (IF NOT THE SAME AS CURRENT)

1. PROVIDE FORMER ADDRESS(ES) IF NOT AT CURRENT ADDRESS FOR 5 YEARS YEARS AT ADDRESS

2. YEARS AT ADDRESS

DRIVERS LICENSE # (NEED TO PROVIDE PHOTOCOPY) DRIVERS LICENSE STATE DATE OF BIRTH

HOME PHONE NUMBER HOME EMAIL ADDRESS

WORK PHONE NUMBER WORK EMAIL ADDRESS

IF YOU WOULD LIKE TO RECEIVE INFORMATION ABOUT OUR PRODUCTS, SERVICES AND/OR PROMOTIONS, PLEASE CHECK ALL THAT APPLY – p HOME EMAIL p WORK EMAIL

ELIGIBILITY OF MEMBERSHIP (WORKS, LIVES, SCHOOL OR WORSHIPS) – p YORK COUNTY p ADAMS COUNTY

WHITE ROSE CREDIT UNION MAINTAINS HIGH STANDARDS FOR THE PROTECTION OF PRIVACY OVER THE INTERNET. YOUR INFORMATION IS COMPLETELY PRIVATE AND WILL NOT BE SOLD.

DO YOU (OR DID YOU) OWN A BUSINESS – PLEASE CHECK p YES p NO (IF NO, SKIP TO SIGNATURE)

IF YES WHAT IS (WAS) BUSINESS NAME

BUSINESS ID # BUSINESS PHONE # ADDRESS

PRIMARY SIGNATURE DATE

SECONDARY SIGNATURE DATE

PR

IMA

RY

OW

NER

SEC

ON

DA

RY

OW

NER

IF YOU HAVE ANY QUESTIONS CALL 888.755.9773 OR EMAIL US AT [email protected] OFFICIAL USE OTHER SIDE

Page 8: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

TELLER INITIALS AND NUMBER OPENING ACCOUNT DATE OPENED IN SYSTEM

CenturyCentury Gothic BoldPantone 37064/5/100/24

THIS SIDE OF MEMBERSHIP APPLICATION FORM IS FOR OFFICIAL USE ONLY.

LAST NAME FIRST NAME MIDDLE INITIAL

ACCOUNT NUMBER

CHEXS SYSTEMS – p A (APPROVED) p D (DECLINED)

REVIEWED BY

SERVICES OPENED OR DISCUSSED

p SAVINGS p PERSONAL CHECKING p VISA DEBIT CARD p VISA CREDIT CARD

p FLEXTELLER p E-STATEMENT p BILL PAY p MONEY MARKET ACCOUNT

p NOEL CLUB p BREAKAWAY CLUB p CERTIFICATE DEPOSIT p IRA’s

p LOANS p SAFETY DEPOSIT BOXES p DIRECT DEPOSIT/PAYROLL DEDUCTION

NOTES

Page 9: Dear It’’s you - Homepage - White Rose Credit Union · 2018-02-16 · ABA Routing Number White Rose Credit Union – 231387356 Easy Change Checklist This checklist will help you

I BROKE UP WITH MY BANK - REFERRAL

New Member ___________________________________________

Referred by _____________________________________________

Date __________________________________________________

Branch Manager initials _________

Please bring this form to any White Rose Credit Union branch for account opening. You will receive a $25 Member Reward for new account

opening, and the member who referred you will receive $10.