Switch your account to CMCU

Switching to CMCU is easy. Simply open a membership and we will help you transfer your regular payments from your old account. Here’s how:

Step 1: Open membership with CMCU
Complete our Membership Form and bring it into our branch to be opened.

Step 2: Identify your regular payments.
Find out the details of your regular payments from your old bank account statements or ask your old financial institution to provide you with a list. You can use this template to help you keep track of your regular payments.

You may have Direct Debits such as telephone bills, gym membership; or Direct Credits such as your salary, share dividends. For more information on regular payments you can download this fact sheet

Step 3: Switch your payments to your new CMCU account.
Find out the details of your Debits and Credits from your old bank account statements or ask your old financial institution to provide you with a list. Contact each organisation and find out how to update your details - many will allow you to update your details by telephone.
If you need to make the change in writing, download and print our letter templates and fill in your details and send them to the organisation:


Direct Debit Letter Template
Direct Credit Letter Template
Direct Credit Letter Template
Change of Card Letter Template

Step 4: After switching

  • Update any other regular payments you’ve set up in internet banking
  • Check your payments have been switched
  • Close your old bank account

Need help?
If you need assistance with contacting organisations to switch your regular payments, bring your list of direct debits, direct credits and periodical payments into a CMCU branch and we can help you.

 


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