Make the Switch
3 simple steps to switch your pre-authorized transactions to Kawartha!
Once you’re a member at Kawartha Credit Union, you can transfer your pre-authorized payments and deposits from another financial institution to your Kawartha account using our Simple Account Switch service. Kawartha Credit Union manages this service in-house so that your account is monitored regularly. This ensures that you experience a smooth transition.
Arrange your switch call
Call the Contact Centre to arrange a date and time for a 15 minute call to begin the process. (Contact Centre hours: Monday - Friday: 8 a.m. - 8 p.m. or Saturday: 8 a.m. - 4 p.m.)
Prepare
Prepare information for your call:
- Have your Kawartha Credit Union membership and account numbers ready
- Gather the bills and online statements for the payments you wish to switch, including the following information:
- Name and address of the billing company
- Your account number with the billing company
- Payment due date
- Amount due each month
These are common pre-authorized payments. Do you have any others?
- Utilities: Hydro, gas, water, telephone, cable TV, internet
- Financial: Mortgage, vehicle loan, equipment loan, lease payment
- Publications: Newspapers, magazines, subscriptions
- Insurance: Business, auto, life, home
- Investments: RRSP, transfer to Savings
- Other: Charitable donations, club memberships, association dues, service providers
Make it happen
A Contact Centre Associate will make the arrangements for your pre-authorized transactions to be switched to Kawartha and they will contact you when they are complete.
Make the switch today!
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