Switch Kit

How Do I Make the Switch to Southeast Financial?

Our online account switch kit makes it fast and easy to begin enjoying the benefits of banking with Southeast Financial. Get started now with these simple steps:

1. Open a Southeast Financial account.

View information about our checking and savings accounts online.

Once you decide which account is right for you, visit your local Southeast Financial branch to open an account, or download and complete an application and mail it to us at Southeast Financial Credit Union, P.O. Box 331788, Nashville, TN 37203.

2. Transfer all direct deposits and automatic payments to your new Southeast Financial account.

Make a list of all the automatic payments you currently have deducted from your account, along with the dates these transactions occur.

Use this form to transfer automatic payments. Alternately, you can cancel automatic drafts and sign-up for free online Bill Payer. Click here to learn more.

Use this form to notify your employer of your new account and routing number.

3. Stop using your old account.

Leave enough money in your old account to cover any outstanding checks or debit card transactions.

Destroy any unused checks and cancel all ATM or debit cards associated with your old account.

After all checks and/or debits have cleared, close the account.

Make the switch to Southeast Financial to see how one small change can make a big difference!