Service Unit Financial Institution Change Form

Service Unit Financial Institution Change Form
Service Unit Treasurer Name

First NameLast Name
Service Unit Treasurer Email
Ex: su1treasurer@gssc.us
Phone Number
Please enter a valid phone number.
Service Unit #
Name of Current Financial Institution
Location of Current Financial Institution

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Current Financial Institution Contact Name

First NameLast Name
Current Financial Institution Contact Email
example@example.com
Download the SU Current Financial Institution Accounts Roster and input all required information. Once complete, upload the spreadsheet below.
Upload Completed Spreadsheet Here

Cancelof
Please indicate the reason for changing financial institutions. Select all that apply.

Inconvienient location or hours of operationPoor customer serviceComplex processes of account managementOther
Please indicate how you would prefer to receive funds upon closure of accounts.

One check reflecting the sum of all accounts on the current rosterIndividual checks reflecting sums of each account on the current roster
Date of intended closure of current accounts

MonthDayYear
Date

Name of New Financial Institution
Address of New Financial Institution

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
New Financial Institution Contact Name

First NameLast Name
New Financial Institution Contact Email
example@example.com
Phone Number
Please enter a valid phone number.
Download the SU New Financial Institution New Accounts Roster and input all the required information. Once completed, upload the spreadsheet below.
Upload Completed Spreadsheet Here

Cancelof
Date intended to open new accounts

MonthDayYear
Date