Membership Switch kit

Step 2: Update Automatic Transactions

Direct Deposit Form

Authorization for Automatic Deposit/Payment Transfer

• Our Switch Kit Worksheet helps you identify all transactions that will need to be transferred to your new accounts. Then, check them off your list as they are completed.

• Some organizations may require you to use their own form.

• If you have automatic payments set up using your debit or credit card, contact those merchants to give them the card number for your new MIDFLORIDA debit or credit card.

• If you receive Social Security payments, call 800-772-1213 to update your direct deposit by phone.

• For ACH (Automated Clearing House) transactions, you will need to provide your new account number and MIDFLORIDA’s routing number. These numbers will be given to you at account opening.
  

Step 3 - Close Old Account

Close Request Letter

• Allow all outstanding checks and automatic payments to clear and balance your former account.

• Transfer remaining funds out of your account and close the account.

• Destroy your old checks and ATM/debit card(s).

• You can bring your old checks and ATM/debit card(s) to any MIDFLORIDA branch and we will destroy them securely.