Switching to Your BankWest Checking Account
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- Belinda Davidson
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1 Switch Kit Switching to Your BankWest Checking Account We re delighted that you re moving your account to BankWest. We ll help you with this transition in any way we can. Follow these four steps for a smooth checking account transition. 1. Select your checking preference and open your BankWest account. 2. Stop making transactions from your old account. Leave enough money in the old account to cover outstanding checks and automatic payments. Cancel future online bill payments if applicable. 3. Transfer any auto payments and auto deposits to your new account. We ve provided a checklist to help you identify the automatic payments and deposits being made from your old account. Use the attached authorization forms to notify companies of the need to convert your auto payments and direct deposits to your BankWest account. You may make additional copies of these forms or print copies from the Checking section of our web site at 4. Close your old account. After all outstanding items have cleared your account and your direct deposits, automatic payments and online payments have been converted, close your old account. As a final step, destroy any unused checks, deposit slips and checkcards. Why is BankWest the best choice? At a time when it s more important than ever to know and trust who you bank with, we at BankWest want to restate our commitment to helping you achieve financial success and to investing in the future of our communities. We re not a Wall Street bank. We re your local bank. And, staying true to our South Dakota values has kept us safe, sound and firmly focused for more than 120 years. Thanks for giving us the opportunity to meet your financial needs. It s your support that allows us to re-invest for future generations in the communities we love. Thank you for choosing BankWest Member FDIC 9/10 Gregory, Kadoka, Kennebec, Mitchell, Onida, Pierre, Selby, Rapid City, Vivian, Winner
2 Deposit/Payment Conversion Checklist If you have funds automatically credited to or debited from your old account, you can use this checklist to help track converting these transactions to your new account. Deposits Paycheck Dividends Pension Funds Social Security Company Address and/or Phone Date of Notification Automatic / Online Bill Payments Company Address and/or Phone Date of Notification Mortgage/Rent Electricity Gas Water Telephone Cell Phone Cable/Satellite TV Internet Service Car 1 Car 2 Credit Card 1 Credit Card 2 Insurance - Car Insurance - Home Insurance - Life Investments Savings Loan
3 Authorization to Close My Checking Account Account Holder Authorization to Close My Checking Account Account Holder Authorization to Close My Checking Account Account Holder
4 Authorization to Change Direct Deposit _ Authorization to Change Direct Deposit _ Authorization to Change Direct Deposit _
5 Authorization to Change Automatic Payment Authorization to Change Automatic Payment Authorization to Change Automatic Payment
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