Gather your personal information (address, identification, etc.) to open your free America First account. Once you're approved, you're ready to benefit from all that accompanies your membership. In addition, you'll be able to sign up for free Online Banking and free Online Bill Pay--saving you even more time & money!
Start the transition away from your account at your former institution. You'll want to leave sufficient funds there long enough for outstanding transactions to clear. Once you've verified that your last checks, direct deposits and automatic payments have been posted, you will want to close it out completely.
Use this form to notify your employer (or other source) to begin placing deposits in your new account.
This form is to be sent to each of your automatic payment vendors (utilities, mortgage, insurance, etc.), notifying them to start using your America First account.
This document allows you to cancel a direct deduction from your old account.
*The forms we are providing you are generic. An employer/merchant may require a separate form or other documentation.
Switching in three simple steps gives you the ability to enjoy the advantages of America First. If you have any questions along the way, call our experts at 1-866-218-1572.
It's as easy as 1-2-3!