Account Switch Kit. Locations. HACKLEBURG PO DRAWER A US HWY 43 HACKLEBURG, AL Phone: (205) Fax: (205)

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1 Member FDIC "Hmetwn Banking... Accunt Switch Kit... Mving Made Easy" Lcatins HAMILTON PO BO MILITARY ST S HAMILTON, AL Phne: (205) Fax: (205) HACKLEBURG PO DRAWER A US HWY 43 HACKLEBURG, AL Phne: (205) Fax: (205) FLORENCE 1131 WILLS AVE. FLORENCE, AL Phne: (256) Phne: (888) Fax: (256)

2 Welcme! We wuld like t thank yu fr chsing PeplesTrust Bank. We lk frward t serving yu and making this transitin as smth as pssible. Why Switch Nw? At PeplesTrust Bank, yu will receive persnalized custmer service frm ur friendly and knwledgeable staff. Switch nw t receive yur first rder f checks FREE! Switching is simple! Either Fill ut the frms included with this Switch Kit, bring it t any PeplesTrust Bank ffice, and let us cmplete the prcess fr yu. r: Stp by any f ur lcatins and let ne f ur hmetwn bankers assist yu in pening yur new accunt. We ll gather the necessary infrmatin, help yu clse yur ld accunt(s), and switch yur direct depsit(s) and/r any autmatic payment(s) yu may have. What yu need All we need frm yu is a cpy f yur mst recent bank statement and the names, addresses, phne numbers, accunt numbers, and amunts frm any autmatic payments yu want t switch. Cmplete the Applicatin and Switch Kit and drp them ff at the ffice nearest yu!

3 Fllw This Checklist! Switch yur checking t PeplesTrust Bank and receive yur first rder f checks, free! Stp writing checks and/r using yur debit card n yur ld accunt t make sure all checks have cleared. Make sure there are sufficient funds in yur ld accunt t cver all utstanding items including autmatic payments and internet bill payments. Make a list f cmpanies that autmatically withdraw payments frm yur accunt (see belw) t let them knw yu are changing banks and accunt numbers. See ur Autmatic Payments/ Transfers Change f Accunt Frm. Cancel all recurring internet bill payments. Enrll nline fr ur free PeplesTrust Bank Bill Pay service. Autmatic Payments Cmpany / Mailed Status Befre yu clse yur ld accunt, make sure the direct depsits and autmatic payments are ging t/cming frm yur new PeplesTrust Bank accunt and all yur utstanding checks have cleared. If yu wish t cntinue using autmatic payments, ntify any ld r new cmpanies using the same Autmatic Payments/Transfers Change f Accunt Frm. Send written ntice abut yur new banking relatinship t anyne wh makes direct depsits t yur accunt (including payrll, investments, etc.). See ur Direct Depsit Change f Accunt Frm. Check maturity dates fr any Certificates f Depsit yu may have t avid pssible penalties. A written ntice shuld be sent t yur frmer financial institutin requesting that the ld accunt(s) be clsed. Yu ll need t prvide directin regarding the disbursement f any remaining funds in yur accunt(s). See ur Request t Clse Accunt Frm.

4 PeplesTrust Bank: New Accunt Applicatin Primary Applicant New Existing Primary Applicant New Existing (First, Middle, Last) r Business (First, Middle, Last) r Business Scial Security #/Tax I.D. # f Birth # f Dependents Scial Security #/Tax I.D. # f Birth # f Dependents Current Street DL # Issue/Expiratin Current Street DL # Issue/Expiratin State Zip Cde State Zip Cde Mailing (if different frm abve) State/Zip Mailing (if different frm abve) State/Zip Previus (if living at current residence less than 2 yrs) Previus (if living at current residence less than 2 yrs) Yr. M. Hw Lng at Residence Yr. M. Hw Lng at Residence Hme Phne # Business Phne # Cell Phne # Hme Phne # Business Phne # Cell Phne # Emplyer Psitin Held Emplyer Psitin Held Previus Emplyer (if at current emplyer fr less than 2 yrs) Yr. M. Previus Emplyer (if at current emplyer fr less than 2 yrs) Yr. M. Additinal Accunt Hlder Infrmatin please cmplete this sectin fr multiple depsit wners (s) New Existing f Birth Scial Security Driver's License I certify that everything I have stated in this applicatin and n any attachments is accurate. Yu may keep this applicatin whether r nt it is apprved. By signing belw I authrize yu t check my credit and emplyment histry and t answer questins thers may ask yu abut my credit recrd with yu. I understand that I must update this credit infrmatin at yur request and/r if my financial cnditin changes. Primary Applicant C-Applicant

5 Request t Clse Accunt TO: f Bank Please clse my accunt as listed belw: (s) n the Accunt Accunt # Type f Accunt Jint Accunt (if applicable) Please frward any remaining funds t me at: If yu have any questins, please cntact me at the fllwing number: Phne Thank yu fr yur cperatin t this request.

6 Direct Depsit Change f Accunt TO: Cmpany FROM: Custmer I have changed banks and need t have my direct depsit transactins redirected t PeplesTrust Bank. Effective immediately, please use my new PeplesTrust Bank accunt t prcess my direct depsit. Please change yur recrds accrdingly. Attached is a VOIDED depsit slip frm my new PeplesTrust Bank accunt fr accuracy in changing my transactins. Scial Security # PeplesTrust Bank Accunt # Helpful hint: Be sure t check with yur emplyer t make sure they will accept this frm. Sme require yu t fill ut a frm f their wn. PeplesTrust Bank Ruting #

7 Autmatic Payments/Transfers Change f Accunt TO: Cmpany FROM: Custmer I have changed banks and need t have my autmatic payments redirected t my PeplesTrust Bank accunt. Effective immediately, please use my new PeplesTrust Bank accunt t prcess my payments/transfers. Please change yur recrds accrdingly. Attached is a VOIDED depsit slip frm my new PeplesTrust Bank accunt fr accuracy in changing my transactins. PeplesTrust Bank Ruting # Billing Accunt # PeplesTrust Bank Accunt # Daytime Phne Number

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