Don’t get stuck in a financial relationship that's wrong for you. Switch to SunWest Credit Union where we make finance simple and nurture our mutually beneficial relationship before it even begins.
Breaking up with your current bank account is easier than ever with a financial partner like SunWest Credit Union that shows you step-by-step how to switch banks without fear or stress.
Read through the 4 steps below to make switching accounts a seamless process + click the drop downs for more information and tips.
You can also print our Switch Kit to mark off tasks as you go along.
You can be a member of SunWest Credit Union if you meet any 1 of these requirements:
We’ll need a photo ID to verify your identity + current address*, and we run both a credit check and ChexSystems report for all new members. Acceptable ID forms include:
*If your ID has an outdated address, or no address, please bring a document for proof of address. Examples: Piece of mail showing your name + current address, your lease agreement, a utility bill or bank statement
At SunWest Credit Union, YOU are a member-owner, and this $5 deposit is your share of SunWest which will go into your savings. All SunWest memberships will have a Savings. There is no fee, and the $5 is returned to you if you ever close your membership with us.
All you need in order to enroll in online banking is your Member ID + social security number. If you’re not tech savvy, or just want us there as a guiding light, enroll during your account opening and ask your branch representative any questions you have about online access through a desktop or our app.
Go through your bank statement and make a list of every deposit or payment that comes through your old account in order of the date. If you’re looking to save money, now is a perfect time to see if there are any services or subscriptions you could cut.
Update your employer and other companies you receive direct deposit from with your new account info to have them deposit your funds to your new account. Make sure your direct deposits go through correctly and that you have enough money in your new account before updating your payments.
Once your account is funded and direct deposits are set, start setting up any recurring transfers and updating the payment account for your bills. If your payments come out at different times of the month, it’s best to update your bill providers once each bill clears rather than all at once.