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We put members’ needs first, which is why our Financial Switch Kit gives you everything you need to make a smooth transition to LUSO Federal Credit Union.
Follow these simple steps:
Step 1:
Open a LUSO Federal Credit Union member share account with as little as $5. View our accounts here or fill out our New Account Information form to submit at time of account opening.
Step 2:
Use our Change Direct Deposit form to switch your direct deposit to your new LUSO account.
Step 3:
Identify your automatic withdrawals using our Automatic Deposit & Withdrawal Checklist. Fill out our Change Automatic Withdrawal form to change automatic payments and withdrawals. If you have more than one automatic transaction, make sure you fill out one form for each.
Step 4:
Wait for any outstanding checks or automatic withdrawals to clear from your old account before you close it out. We suggest one or two statement cycles to ensure that all electronic payments have been moved to your new LUSO account. Once you’re sure your last withdrawals have cleared, use our Close Account Request form to notify your previous financial institution.
Step 5:
Simplify your financial life and consider transferring your other accounts and loans to LUSO. We offer a complete line of financial products, including personal and business checking and savings, a variety of lending products, insurance options, investment services, and more. Plus, download our mobile app, and you can manage your accounts anytime, from anywhere!
