Online Switch Kit

If you think moving your accounts to Legacy will be time consuming or difficult ... think again! Switching your accounts to Legacy is as simple as 1, 2, 3. Legacy will redirect your automatic payments and direct deposits for you!

First

Apply online for the accounts you want to open with Legacy.

Membership Application
Loan Application

Second

Visit a Legacy Branch Location with your valid ID and initial deposit for each account. If you prefer, you may mail the application, initial deposits and a copy of a valid Alabama Driver's License to your nearest branch.

Third

Once your Legacy accounts are active, finalize the switching process by completing the proper forms below and returning them to a Legacy branch.

Redirect Automatic Payment Form
Switch Direct Deposit Form
Close Account Form