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..
____________________________________
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
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Automatic PaymentsThese are recurring payments automatically withdrawn from your account on a regular basis.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
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)
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
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
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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
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
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.