We have provided both fillable forms and printable forms for your convenience. Fillable forms are best used with a word-processing computer application/program. Printable forms are best for printing out.
If you have any questions or need assistance with any of the forms provided, please call our general phone line at (920) 886-6455.
Follow these 3 simple steps to switch:
1. Open your membership* at CONE CU.
You may do this by visiting us at 219 W Cecil St, Neenah, WI 54956. To help streamline your account opening, you can fill out CONE’s Online Membership Application ahead of time before coming in.
2. Download, Print & Fill Out the necessary forms below which can be provided to the appropriate companies and/or individuals.
- Switch Kit Checklist
- Direct Deposit Change Request (Fillable) | Direct Deposit Change Request (Printable)
Send written notices to companies with which you have direct deposit (employer, government deposits, pension, transfers from other financial institutions, investment dividends, child support or court-issued deposits, etc.) notifying them that you want to switch your direct deposits to your new CONE Credit Union account.
- Authorization Agreement for Direct Deposit (Fillable) | Authorization Agreement for Direct Deposit (Printable)
Send written notice to set up direct deposit with any new companies and/or individuals.
To change Social Security deposits, please visit: http://ssa.gov/myaccount/direct-deposit.html
Or call the Social Security Administration at: 1-800-772-1213 (TTY 1-800-325-0778)
CONE CU Routing/Transit Number: 275980777
- Authorization for Canceling Automatic Payments (Fillable) | Authorization for Canceling Automatic Payments (Printable)
Send written notices to companies who automatically take payments from your checking account (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to other financials, child support or court issued payments, etc) notifying them that you are closing the account.
- Authorization for Transferring Automatic Payments (Fillable) | Authorization for Transferring Automatic Payments (Printable)
Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial to CONE Credit Union.
- Authorization for Automatic Payment (Fillable) | Authorization for Automatic Payment (Printable)
Send a notification to companies in order to set up new automatic payments.
- Account Closing Request (Fillable) | Account Closing Request (Printable)
Send written notice to your old financial institution informing them that you are closing your account.
3. Close your account at your old financial.
Verify that all checks, card transactions and scheduled bill payments have cleared your old checking account.