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Switch Kit

Switching to Heartland Credit Union is now easier than ever. 

Save time and manage your accounts more easily by consolidating them with Heartland Credit Union.   Whether you are a current member or new to banking at Heartland, we want to make sure you take full advantage of all we have to offer.  Our Switch Kit is an easy source for all forms required to transfer your personal accounts.

Our Member Service Officers will be delighted to assist you in transferring your accounts.  However, if you prefer to get started on your own, we have provided the complete package of forms for you use. Simply complete the necessary forms and visit one of our convenient lobby locations to meet with a Member Service Officer. 

Step 1 - Complete our Switch Kit Form

Step 2 - Complete the following additional forms