Conversion Checklist

Use the following checklist to organize your switch and to help insure a trouble free process.

___ Complete the New Member Application and return to the credit union.

___ Make sure all checks have cleared your current financial institutions account(s).

___ Make certain enough funds are available in your existing account to cover any automatic payments that have yet to be withdrawn (including recurring or non-posted debit card transactions).

___ Send direct deposit notice to your direct deposit vendors (payroll, social security, stock, or annuity interest deposits) of the change in your banking relationship.

___ Send automatic payment notice to any vendors who automatically take payments from your current account that you are closing the account and continue drawing payments from your new Hannaford Associates FCU checking account.

___ Change over all old debit card payments to your new Hannaford debit card number.

__ After all direct deposits, automatic transfers, and debit transfers have been sent and received, send account closure notice to your previous financial institution that you are closing the account.