Make A Smart Move!
Making the switch to Priority First Federal Credit Union provides you with convenient and personalized financial service. We’re making it simple for you to switch all of your accounts to Priority First and use us as your primary financial institution. We want your business!
This Kit will assist you in making the switch in three easy steps. Simply print the applicable forms, fill them in and bring them to your local branch to be processed or mailed. Also, if you need help just schedule an appointment with one of our Member Service Representatives and we will complete and mail the forms for you!
1. Open An Account with Priority First FCU
Use our Switch Kit to move your accounts to Priority First FCU, it’s never been easier! If you’re not already a member, stop by any of our five convenient branch locations to open an account. Our membership is open to individuals who live, work, worship, volunteer or attend school in Jefferson or Clearfield Counties.
The Switch Kit Checklist is a great tool to organize your financial accounts and track your progress. All Switch Kit forms are fillable and can be printed. Again, if you need help just schedule an appointment with one of our Member Service Representatives and we will complete and mail the forms for you. Priority First FCU has made switching your accounts fast and convenient!
2. Transfer Your Direct Deposit
Direct Deposit Change Authorization Form
This form notifies your employer or other source of revenue to start placing deposits in your new account.
3. Transfer Your Automatic Payments
Automatic Payment Change Request Form
Send this form to all of your automatic payment vendors such as your utilities, mortgages, insurance, etc. This will notify them to start using your Priority First FCU account. We recommend that you review your last three months of financial statements to identify all automatic deposits and withdrawals. Complete a separate Automatic Payment Change Request Form for each company you have established automated payments with.
4. Close Your Other Accounts
Account Closure Request Form
After making sure that all checks, transactions and automatic withdrawals have been cleared from your old account, use this form to close the account and transfer the remaining funds.
5. Open an Online/Mobile Banking Account
Click here to get started
Sign up for our online/mobile banking services. We offer a full assortment of online services to help you stay on top of your finances from Home and Mobile Banking to Online Bill Pay and more.
Return all Switch Kit forms to your nearest PFFCU branch for processing or postage paid mailing. If you have any questions about switching your accounts to Priority First FCU, visit any of our branch offices or call us at (800) 368-0739 and we will be happy to assist you any way we can.