Transfers

Q. How do I set up recurring automatic transfers to my account?

To set up recurring transfers, simply complete our Authorization for Automatic Transfer form and drop it off at your nearest CU SoCal branch, mail it to P.O Box 76000 Anaheim, CA 92809, or fax it to us at 714.990.5492.

Q. How do I set up automatic transfers to another CU SoCal account?

To set up one-time or recurring automatic transfers to another CU SoCal account, simply complete our Authorization for Cross-Account Transfer form and drop it off at your nearest CU SoCal branch, mail it to P.O Box 76000 Anaheim, CA 92809, or fax it to us at 714.990.5492.

Q. How do I set up transfers to another financial institution?

To set up one-time or recurring automatic transfers to another financial institution (or an external account), first login to Online Banking and navigate to the Add External account page by clicking “Transfers,” “External Account Transfers,” then “Add External Account.” Complete the required information for the other financial institution, confirm the information, and click “Save.”  The new external account will appear in your list of External Accounts.

During the next two business days, you should receive two small deposits into your other financial institution’s account. Once the deposits have been made, please return back to this page. Click “Verify” next to the external account and enter the two deposited amounts and click “Save.” Once the correct amounts are entered, the account is verified and you will be able to start transferring money between your CU SoCal account and your external account.