Account Switch Kit


Three Simple Steps To Switch
  1. Open a membership account. Visit a branch location to complete the membership application process.
  2. Download and mail all the necessary forms below and print the checklist to mark your progress.
  3. Close your account at your old financial institution. Verify that all checks, card transactions, and scheduled bill payments have cleared your old checking account.


It's Time to Make the Switch


Check off the boxes as you complete the listed tasks.

Send written notices to companies who deposit directly into your account (employer, government deposits, pension, transfers from other financial institutions, investment dividends, child support, etc.).

Authorization Agreement for Direct Deposit
Send written notices to set up direct deposits with any new companies or individuals. To change Social Security deposits, visit: www.ssa.gov/deposit/howtosign.htm, (Opens in a new Window)or call the Social Security Administration at: 1-800-772-1213 (TTY 1-800-325-0778)

Authorization for Canceling Automatic Payments
Send written notices to companies who automatically take payments from your checking account (utilities, mortgage, insurance, credit cards, internet service providers, transfers to other banks, child support, etc.) notifying them that you are closing the account.

Authorization for Transferring Automatic Payments
Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial institution to TEXAR.

Authorization for Automatic Payment
Send a notification to companies in order to set up new automatic payments. 

Account Closing Request
Send written notice to your old financial institution informing them you are closing your account.

Always verify that your direct deposits and payments are posting to your new TEXAR account.

 TEXAR Routing/Transit number: 311989344