Products | Checking | Checking Switch Kit

Change your checking in 4 easy steps

If the only reason you haven't opened a Metro checking account is the hassle of closing your old one, don't wait any longer! Our online Switch Kit has been designed to make the change from your current institution to Columbus Metro simple, convenient and hassle-free. Follow our easy instructions and you'll be saving time and money with your new Metro checking account in no time!

Four Simple Steps

This page contains links to everything you need to make your move. Just follow our five simple steps. Please be sure to fill out each form completely, as incomplete information may delay processing of your request.

1. Checking Account & Other Applications

Before you close your old checking account, you'll want to be sure that your new one is open and ready for use. First, review our selection of checking accounts. Once you've chosen the account that's right for you, print and complete our handy checking application.

Once you've selected a checking account, decide which other services you'll need. Our MasterMoney Check Card, MetroWeb and MetroWeb Bill Pay are all great complements to our checking accounts. Print and complete the appropriate applications for these services.

Many of our members choose to use Metro Line, our personal credit line, as an overdraft protection loan. To apply, link to our Instant Loan Approval Service or print and complete our paper application.

Applications and your opening checking deposit can be dropped off at any of our offices or mailed to us.

2. Direct Deposit Change Notice

Use this form* to notify businesses or organizations that are depositing funds into your checking account. Many government agencies, including Social Security, allow you to change your direct deposit over the phone. A list of agencies and their phone numbers are as follows:

• Social Security, Railroad Retirement or Office of Personnel Management payments, call 1.800.333.1795 or sign up online at www.GoDirect.org. Please note: You may only sign up online if you are currently receiving a check. Additionally, you will need either a claim number from the paying agency or a check number from a recent check plus the amount of your most recent payment to enroll online.
• Social Security, call 1.800.772.1213
• Department of Veterans Affairs, call 1.877.838.2778
• Military Retirement, call 1.216.522.5127
• Office of Personnel Management (civil service), call 1.888.767.6738
• For Railroad Retirement Board (automated system), call 1.800.808.0772

We recommend that you maintain accounts at both Columbus Metro and your old financial institution until we receive your first direct deposit.

3. Direct Payment Change Notice

You'll need to notify businesses that are deducting direct payments from your current checking account that your account is changing. Use this form to contact your mortgage company, insurance agent, utilities and other companies that receive your payments electronically. You may be able to change or initiate direct payments for your utilities (water, cable, gas and electric) at www.autobillpay.com.

4. Checking Account Closure Notice

Once you've changed your direct payments and direct deposit and verified that all checks have cleared your old account, you're ready to close it. Use this handy form, or simply write a check for the balance remaining in your old account and deposit it in your new account at Columbus Metro.

If you have any questions at any time during your checking switch, please don't hesitate to email us or call our Member Services department at 614.239.0210 or 800.986.3876.