REDIRECT AUTOMATIC
PAYMENT FORM
DATE
NAME OF COMPANY THAT MAKES AUTOMATIC WITHDRAWAL
ADDRESS OF COMPANY THAT MAKES AUTOMATIC WITHDRAWAL
CITY, STATE, ZIP
TO:
You are currently withdrawing $ (amount) for my payment,
account number on the following date .
Current Financial Institution:
Routing Number:
Account Number:
Stop making payments from that account effective immediately and switch them to:
New Financial Institution: LEGACY
Routing Number:
262086561
Account Number:
If you have any questions about this request, please contact me during the DAY/ EVENING (circle one)
at ( ) – (phone number).
Thank you for your assistance.
Sincerely,
SIGNATURE
NAME (Please print)
ADDRESS
CITY, STATE, ZIP
Switch Cards.indd 1 12/19/06 6:36:40 PM
CLOSE ACCOUNT
FORM
DATE
FINANACIAL INSTITUTION NAME
FINANCIAL INSTITUTION ADDRESS
CITY, STATE, ZIP
TO:
The purpose of this letter is to inform you that I am switching my account to LEGACY, effective immediately.
Please close my account (account number), and send the
remaining balance directly to Legacy for deposit into my new account at the address listed below.
Account Type(s) Checking Savings Money Market CD All Accounts
If you have any questions about this request, please contact me during the DAY/ EVENING( circle one)
at ( ) – (phone number).
Thank you for your assistance.
Sincerely,
SIGNATURE JOINT OWNER SIGNATURE
NAME (Please print) JOINT OWNER NAME (Please print)
Please send my remaining balance for deposit into the account number and address listed here:
NEW ACCOUNT NUMBER
LEGACY COMMUNITY FEDERAL CREDIT UNION
1400 SOUTH 20TH STREET
BIRMINGHAM, ALABAMA 35205
Switch Cards.indd 2 12/19/06 6:36:40 PM
SWITCH DIRECT
DEPOSIT FORM
DATE
EMPLOYER/DEPOSITOR NAME
EMPLOYER/DEPOSITER ADDRESS
CITY, STATE, ZIP
TO:
You are currently making Direct Deposits into the following account: .
Current Financial Institution:
Routing Number:
Account Number:
Please immediately stop making payments from that account and switch them to:
New Financial Institution: LEGACY
Routing Number: 262086561
Account Number:
If you have any questions about this request, please contact me during the DAY/ EVENING (circle one)
at ( ) – (phone number).
Thank you for your assistance.
Sincerely,
SIGNATURE
NAME (Please print)
ADDRESS
CITY, STATE, ZIP
Switch Cards.indd 3 12/19/06 6:36:41 PM
PRIMARY APPLICATION
FORM
REQUEST FOR INFORMATION &/OR NEW ACCOUNT INFORMATION
Please send me more information about:
Share Draft/Checking Account
VISA®
New/Used Auto Loan
Mortgage/Home Equity Loan
IRA / Certificate of Deposit (CD)/Money Market Account
Direct Deposit/Payroll Deduction
Debit Card/ATM Services
Club Accounts: Holiday Vacation Senior
Other:
NAME
HOME ADDRESS
Rent Own
CITY STATE ZIP
DAY PHONE EVENING PHONE
E-MAIL
SOCIAL SECURITY NUMBER
DATE OF BIRTH
DRIVER LICENSE NUMBER
EMPLOYER
EMPLOYER ADDRESS
CITY STATE ZIP
POSITION
DROP THIS FORM BY THE NEAREST LEGACY BRANCH OR MAIL TO:
.O.
P BOX 55377 BIRMINGHAM, AL 35255
AND SOMEONE WILL CONTACT YOU TO FINALIZE.
Switch Cards.indd 4 12/19/06 6:36:42 PM