Switch to Heartland in a Few Easy Steps:

Switching to Heartland FCU for all your financial products and services is easy. We've outlined everything you need to make the transition smooth and painless. You can also use our Switch Kit Checklist to help you keep track.

Step 1
Open your account at Heartland FCU. You will need your Membership Account Number before proceeding to the next steps.

• Membership Information
• Membership Application

Step 2
Switch direct deposits and automatic allocations from your old account to your new Heartland account.

• Direct Deposit Form
• Payroll Allocation Authorization

Step 3
Change your automatic payments and withdrawals from your old account to your new Heartland account.

• Authorization to Change Automatic Withdrawal

Step 4
Close your old savings, checking & bill payment accounts.

• Authorization to Close Account

Step 5
Transfer your credit card balances to a Heartland Federal Credit Union Visa® credit card.

• Login to Heartland Online to transfer balance.

Additional options to explore:

• Set up access to Heartland Online and Mobile Banking
• Refinance your auto loan
• Refinance your mortgage loan
• Tap into your home’s equity

For additional details or help switching your accounts:

• Visit any branch office
• Call 937.294.1991
• Contact us