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Bank Transfer Toolkit

Make the Switch to WPCCU!

To smoothly move accounts from other financial institutions to WPCCU, follow our checklist:

Once your WPCCU accounts are established, begin the process of transferring your accounts from other financial institutions:

  • Make a list of all of your automatic payments and deposits at your previous checking account – you may find this spending tracking sheet provided by Balance Financial Fitness helpful
  • Check maturity dates on certificates of deposit, if transferring, to avoid early withdrawal penalties
  • Verify that all checks, check card transactions and scheduled bill payments have cleared your previous checking account
  • Set up your new Online Banking, Mobile Banking and Bill Pay accounts  

 

Changing Your Direct Deposit:

To reroute your direct deposit payments, ask your employer to any direct-deposited paychecks to your new account: 

 

Changing your Social Security deposits?

Visit the Social Security website. Or call the Social Security Administration at: 1-800-772-1213 (TTY 1-800-325-0778)

 

After The Switch:

Verify your direct deposits have transferred and then reschedule each automatic payment or debit to come out of your new account

  • Leave some cash in your previous account for at least a month to ensure payment in case of any oversights
  • Electronically transfer the final funds from your previous account to your new one when you are certain that all automatic payments and deposits are switched over
  • Follow the procedures for closing an account at your previous financial institution after the transfer clears
  • Obtain written confirmation that your previous financial institution has closed out your account

 

Having trouble logging In?

If this is your first time logging in please follow these instructions:

  1. Enter your Online Banking ID.
  2. Enter your Password. You must use the last four numbers of your Social Security Number as your temporary password the first time you log in.
  3. Then follow the on-screen instructions to set up your new password, security image and security settings. 

If you’ve forgotten your Online Banking ID or password, or find that it isn’t working, please call us for assistance at 1-800-300-9728.

If you are having trouble with Bill Pay, please call (855) 333-6067.

Sign up for Online Banking and Bill Pay. It's Free!

Thank you for your interest in our free Online Banking and Bill Pay services. To sign up, please call the Credit Union at 1-800-300-9728, or visit any branch, and a representative will assist you in setting up your Online Banking account.

Would you like to learn more about Online Banking? Click here to see the Online Baking demo.

If you’ve already enrolled in Online Banking but have forgotten your Online Banking ID or password, please call us at 1-800-300-9728.