Switch Kit Check List
11 West Second St • Duluth, MN 55802 • 218-722-9242 • 800-378-DTCU • 218-722-4516 fax
It's never been easier to switch your accounts to Duluth Teachers Credit Union. Use this handy checklist to help you
make the switch quick and easy!
1. Have your new Duluth Teachers Credit Union account number(s) ready when completing the
authorization forms in the switch kit:
Account Number(s): __________________________________________________________________
Routing Number: 291973687
2. Switch direct desposits/automatic depostits using the Authorization To Change Direct Deposit:
Employer Deposit
Brokerage Deposits
Government Deposit
Child support or court-ordered deposits
Social Security Administration
Other
3. Switch automatic payments/withdrawals using the Authorization To Change Automatic Withdrawal:
Mortgage/Rent
Auto
Association Fees
Club/Membership Dues
Internet Service
Cable TV/Satellite
Investments
Credit Cards
Utilities: Electric, Gas, Water
Phone/Cell Phone
Online Billing
Other
4. Close all other savings, checking and bill payment accounts using the Authorization to Close Account form:
Financial Institutions: _________________________________________________________
5. Transfer high-rate credit card balances to your Duluth Teachers Credit Union VISA:
Credit Cards to Transfer: ______________________________________________________
___________________________________________________________________________
6. Additional options to explore:
Refinance your auto loan at Duluth Teachers Credit Union.
Refinance your mortgage loan at Duluth Teachers Credit Union.
Tap your home's equity with one of Duluth Teachers Credit Union's home equity services.
For additional information or help switching your accounts to Duluth Teachers Credit Union, please visit any branch office
or call (218) 722-9242 or 800-378-DTCU (3828). We're happy to help!
Authorization to Change
Direct Deposit
11 West Second St • Duluth, MN 55802 • 218-722-9242 • 800-378-DTCU • 218-722-4516 fax
Instructions: Complete this authorization to change direct deposits to Duluth Teachers Credit Union and provide to your
payroll office or any other payor who makes automatic deposits to your account.
Date: ________________________________
Employer/Depositor's Name: ________________________________________________________________________
Address: ________________________________________________________________________________________
City/State/Zip: ____________________________________________________________________________________
Employer/Depositor
You are currently making direct deposits on my behalf to this account:
Former Financial Institution: _________________________________________________________________________
Routing Number: __________________________________________________________________________________
Account Number: _________________________________________________________________________________
Please discontinue direct deposits to this institution and immediately start direct deposits to my account at:
Duluth Teachers Credit Union
11 W. Second Street
Duluth, MN 55802
Routing Number: 291973687
Account Number: __________________________________________________________________________
If you have questions about this request, please contact me during the day/evening (circle one) at the following number:
(_______) __________________
Authorized by:
Signature: _______________________________________________________________________________________
Name (please print): _______________________________________________________________________________
Address: ________________________________________________________________________________________
City/State/Zip: ____________________________________________________________________________________
Authorization to Change
Automatic Withdrawal
11 West Second St • Duluth, MN 55802 • 218-722-9242 • 800-378-DTCU • 218-722-4516 fax
Instructions: Complete this authorization to have automatic withdrawals made from your Duluth Teachers Credit Union
account. Print one authorization form for each company that makes automatic withdrawals from your account. Remember to change any automatic payments made by debit card as well.
Date: __________________________
Name of company that makes automatic withdrawal: ______________________________________________________
Address: ________________________________________________________________________________________
City/State/Zip: ____________________________________________________________________________________
You are currently withdrawing $____________________ (amount) per ___________________(i.e. month, week, etc.) for
__________________________________________ (what payment is for) from my former financial institution/credit card:
________________________________________________________________________________________________
Routing number: __________________________________________________________________________________
Account or card number: ____________________________________________________________________________
Please discontinue withdrawals from this account and (check one):
Begin withdrawals from my account at:
Duluth Teachers Credit Union
11 W. Second Street
Duluth, MN 55802
Routing Number: 291973687
Account Number: ___________________________________ Savings/Checking (circle one)
I will use Duluth Teachers Credit Union's Bill Pay service to make future payments.
If you have any questions about this request, please contact me during the day/evening (circle one) at the following
number: (_______) __________________
Authorized by:
Signature: _______________________________________________________________________________________
Name (please print): _______________________________________________________________________________
Address: ________________________________________________________________________________________
City/State/Zip: ____________________________________________________________________________________
Authorization to Close Account
11 West Second St • Duluth, MN 55802 • 218-722-9242 • 800-378-DTCU • 218-722-4516 fax
Instructions: Complete this authorization to close accounts at other financial institutions and have funds transferred to
your Duluth Teachers Credit Untion account. Print one authoriation for each financial institution where you have accounts.
Remember to destroy/recycle old checks, ATM and debit cards.
Date _____________________________
Bank/Other Financial Institution Name: _________________________________________________________________
Address: ________________________________________________________________________________________
City/State/Zip: ____________________________________________________________________________________
Please close my account(s) with your financial institution:
Account numbers: _________________________________________________________________________________
Account Holders: __________________________________________________________________________________
ID Verification (SSN or secret account code): ____________________________________________________________
Please send a check for the remaining balance(s) to my new account at:
Duluth Teachers Credit Union
11 W. Second Street
Duluth, MN 55802
Routing Number: 291973687
Account Number: __________________________________________________________________________________
Savings/Checking (circle one)
I have also made arrangements to discontinue the direct deposit and automatic withdrawal of funds from my account(s) at
your financial institution.
If you have questions about this request, please contact me during the day/evening (circle one) at the following number:
(_______) __________________
__________________________________________________________
Account Holder 1 Signature
________________________________
Date
__________________________________________________________
Account Holder 2 Signature
________________________________
Date