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2 The Sterling Bank EasySwitch Pak includes all the forms you need to make your switch, including a Change My Account Payment form, and a Direct Deposit form. Print or copy as many forms as you need, and fill them out to make the switch. It s that easy! Follow the simple steps listed below. Step 1: Open your new account at Sterling Bank. Stop by Sterling Bank to open a new checking or savings account. Switching your checking account to Sterling Bank has never been easier! Remember to have to following items ready when you open your account: o Un-expired government issued identification o Details of your existing automatic payments o Details of your current direct deposits Just a note: When opening your account, all new account holders must be present. Step 2: Stop using your old account. Please leave sufficient funds in your previous account to cover any outstanding checks, ATM/debit card transactions, or automatic payments that may be charged to your account. It s also a good idea to destroy any unused checks, deposit slips, and ATM or debit cards from your previous account. Step 3: Change your direct deposit to Sterling Bank. Simply complete as many Direct Deposit Change forms as you need. Forward those to the appropriate place to let them know you ve switched banks. Include a deposit or voided check from your new Sterling Bank account. Or you may bring contact phone numbers or forms to us and we will assist you in getting your direct deposit transferred to your new account. It s that easy! Step 4: Change all of your automatic payments. Change your automatic withdrawals and automated payment services using the Change My Automatic Payment form. Please include a deposit slip or voided check from your new Sterling Bank account. Remember to include payments you may have made using your old debit card number, such as payments for online services. Print or copy as many forms as needed to make the switch. Step 5: Close the account at your old bank. There is no need to visit your former bank personally. Simply complete and submit the Closing My Previous Account form to close your account. If you have a remaining balance after your outstanding checks have cleared, the bank will send you a check. Step 6: Enjoy using your new Sterling Bank Account! Congratulations, just a few simple steps, and you re ready to go! You ve switched to Sterling Bank, and may now enjoy all the benefits that come with your new checking account. It s that easy! Location and Hours available at

3 Direct Deposit Company Name You are currently depositing DEPOSIT TYPE (Paycheck, Social Security Check, other) into the following account: Routing Number Account Number I authorize you to redirect this automatic deposit into my new account effective (Date) I understand that this credit may be reversed in the event of an error. New Bank: Sterling Bank Routing Number Account Number Please contact me at the following phone number if you have any questions: Phone Day Please attach a copy of a voided check from your new account.

4 Change my Automatic Payment Company Name You are currently withdrawing $ from the following account for on the day of each month. (Reason) Routing Number Account Number I authorize you to please: Stop making withdrawals from the above account on: Begin making withdrawals from my new account, below, on: Sterling Bank Routing Number Account Number You may contact me at the following phone number if you have any questions about this request. Phone Day Please attach a copy of a voided check from your new account.

5 Closing my Previous Account Please close the following account. Account Number Please send a check for the remaining balance to the address listed below. You may contact me at the following phone number if you have any questions about this request. Phone Day Co-Signer Co-Signer Signature Co-Signer Name (please print)

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