To make switching to a SAFE checking account easier and more convenient, follow the four steps below. 1. Choose your free benefits:
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1 To make switching to a SAFE checking account easier and more convenient, follow the four steps below. 1. Choose your free benefits: Sign up for SAFE Online Banking and Mobile Banking, which make it easy to manage your account 24 hours a day. Set up Text Banking to keep in touch with your account on your mobile phone. Sign up for free estatements, so you can receive monthly statements online and access up to 36 months of account history. Enroll in Direct Deposit for faster access to your pay or benefits. Give your employer or benefits provider your new SAFE routing number and checking account number. If needed, complete and send a direct deposit change letter with your new information. 2. Switch automatic deposits and payments: Be sure to set up all your automatic payments or deposits and provide billers with your new routing number and checking account number. Use our easy checklist to determine the billers you may need to contact. If needed, complete and send an automatic payment change letter to any company withdrawing payments on a regular basis. Review your account in Online Banking and watch for direct deposits and automatic payments to begin posting to your new SAFE account. 3. Switch online bill payments to SAFE: List all your recurring bills, including payee/company name, address, phone number, and account number. When you re ready, log in to Online Banking, sign up for Bill Pay, and enter your payees information. For your convenience, you can also receive many of your recurring bills online as ebills. 4. Close your old account: Verify that all the checks drawn on your old account have cleared. Remember to securely destroy your debit cards and ATM cards from your former financial institution, as well as any unused checks. Once all your automatic deposits and payments begin posting to your new SAFE account, contact your former financial institution to close your old account. If needed, complete and send a request to close account letter. To make your switch to SAFE as easy as possible, we've pre-filled commonly-used letters helpful with the switch process for you. Please review the letters to verify accuracy before printing and sending. If you need to make changes, simply click within the letter and change the text, or recreate the letters by filling out the online switch kit form again. For assistance, chat online using Live Help or call (916) or (800) SEE-SAFE Iron Point Road, Suite 100, Folsom CA (916) (800) SEE-SAFE
2 Direct Deposit Checklist Deposit Type Company Account Number My Payroll Payroll Pension/Retirement Benefit Payment Investment Income Date of Deposit Automatic Payment Checklist Payment Company Account Number Mortgage/Rent Auto Loan Auto Insurance Store Card Electric Gas Cable/Satellite Internet Telephone Mobile Phone Water Garbage Health Club Investments IRA/Retirement Daycare Tuition Date of Payment 2295 Iron Point Road, Suite 100, Folsom CA (916) (800) SEE-SAFE
3 Direct Deposit Change Company Please change my entire direct deposit to the new financial institution listed below effective with the next scheduled deposit. New Financial Institution New Routing Number New Checking Account MICR # SAFE Credit Union New Financial Institution 2295 Iron Point Road, Suite 100 Folsom CA New Financial Institution Telephone Number (916) or (800) SEE-SAFE 2295 Iron Point Road, Suite 100, Folsom CA (916) (800) SEE-SAFE
4 Automatic Payment Change Company Please change my automatic withdrawal to the new financial institution listed below effective with the next scheduled payment. Payment to Account Number New Financial Institution Minimum payment New Routing Number Specific payment amount: New Checking Account MICR # SAFE Credit Union New Financial Institution Iron Point Road, Suite 100 Folsom CA New Financial Institution Telephone Number (916) or (800) SEE-SAFE 2295 Iron Point Road, Suite 100, Folsom CA (916) (800) SEE-SAFE
5 Request to Close Account Financial Institution Re: Account # Please close my account and send a check for the entire balance to me at the address listed below Iron Point Road, Suite 100, Folsom CA (916) (800) SEE-SAFE
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