SWITCH KIT. Everything you want in a local bank. an easy switching. mycsbonline.com

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1 SWITCH KIT Everything you want in a local bank + an easy switching experience. mycsbonline.com

2 Welcome to Community & Southern Bank. You ll find we offer a unique combination: the financial industry s most advanced services tailored to your needs by friendly people dedicated to the success of our community. In short, you get all of banking s bells and whistles, delivered with a smile. 5 easy steps for an easy switch. All the information and tools you need are included in this kit. Just follow these five steps: 1. Open a checking account at any of our convenient branches Any personal banker will gladly walk you through the process of opening a new account. All you need is two forms of identification. 2. Discontinue using your old account Remember that it could take up to two statement cycles for all outstanding checks and items to clear through your former checking account. During this phase we recommend destroying any unused checks, deposit slips, ATM and check cards. 3. Establish direct deposit with your new account Complete and send Form A (in folder pocket) to your employer so they can begin processing your payroll to your new account. 4. Change automatic deposits and payments Copy and complete Form B (in folder pocket) and use to change any automatic deposits. Don t forget about your check card. Copy and complete Form C (in folder pocket) to change payments. Remember to contact any vendors and provide them with your new check card number and expiration date. To ensure all changes, you may want to print the last two months of your former bank statements. 5. Close your old checking account After all checks and debits have cleared, complete Form D (in folder pocket)and send to your former bank and your account will be closed. If there is a remaining balance, they can send it to you by check. For further assistance contact our Customer Care Center at

3 Overall Checklist Use this convenient checklist to make your switch as easy as possible. Just follow the steps below. They cover all the details you ll need to switch your various accounts. Community & Southern Routing Number: Community & Southern Account Number: Direct Deposits: Have a voided check from your new Community & Southern Bank account Complete the Direct Deposit Request Form A and present to employer to process Deposits and Payments: Have a recent statement from the depositor or payor Complete the Deposit Request Form B and present to the depositor to process Complete the Payment Request Form C and present to the vendor to process PLEASE NOTE: You must complete a separate form for each vendor that credits and debits money from your account Closing an Account: Maintain sufficient funds in the account to clear any outstanding checks or automatic withdrawal prior to closing the account Have a recent bank statement with your previous account numbers Complete the Account Closing Notification Form D and present it to your previous bank to process To Move your Certificate of Deposit: Double check maturity dates in order to avoid possible penalties Review your options with a Community & Southern Banker To Rollover a 401(K) or other Retirement Account: Schedule an appointment with a Community & Southern Banker Have a recent account statement Have contact information for your employer or former employer To Change your Social Security Direct Deposit: Call to change your deposit online, or print, complete and mail the governments standard 1199A to the Social Security Administration Will need: SSN# and amount of last SS check received To Discuss an Existing Loan: Review your options with a Community & Southern Banker Provide recent loan statement with loan account information and remaining balance To Establish your Online Banking: Routing Number Account Number Call or visit your Personal Banker at Community & Southern Bank to set-up registration Visit click Online Banking enter your online banking ID, click submit, enter your online banking password, click submit, you are now ready to view your online banking information

4 Form A Payroll - Direct Deposit Please accept this letter as notification that I have established a new checking and/or savings account at Community & Southern Bank. I would like my paycheck to be automatically deposited to my Community & Southern Bank account(s) according to the instructions below. Date: To: Employer/Company Name: From: Social Security Number: Subject: Payroll Direct Deposit Establish Direct Deposit Change my existing Direct Deposit Deposit Instructions: Deposit entire amount to checking account number: OR Deposit $ to savings account number: the remainder to checking account number: AND Routing Number Account Number Community & Southern Bank Routing Number: I authorize: The listed employer/company to change deposits of my funds to my Community & Southern Bank checking or savings account. Community & Southern Bank to credit funds to my account(s). This authorization to remain in effect until I send written notice of change or cancellation. Signature: Date: This form may be printed, copied, or used as a template for your own letters.

5 Form B Deposit Please accept this letter as notification that I have established a new checking and/or savings account at Community & Southern Bank. Date: To (Name): Address: To Whom It May Concern: I ve recently changed banks and need to change an automatic deposit to my new account. You are currently depositing $ into the following bank account: Former Bank Account Information: Account Type: Checking Routing Number: Savings Account Number: Effective (Date), please stop making this deposit into the above account and start making this deposit into my new account: New (CSB) Bank Account Information: Account Type: Checking Savings Community & Southern Routing Number: Community & Southern Account Number: Routing Number Account Number I authorize: The company listed to initiate a deposit of funds to the above Community & Southern Bank account. Community & Southern Bank to credit funds to my account. This authorization to remain in effect until I send written notice of change or cancellation. Signature: Date: This form may be printed, copied, or used as a template for your own letters.

6 Form C Payment Please accept this letter as notification that I have established a new checking and/or savings account at Community & Southern Bank. I would like the following payment to be automatically debited from my Community & Southern Bank account listed below. Establish Payment Change my existing Payment Payment to Information: Company Name: Address: Company Account Number: Payment Amount: $ Monthly Bi-Weekly Bi-Weekly First Payment Date: Client Personal Information: Name: Mailing Address: Home Telephone: Cell: Bank Account Withdrawing from: Community & Southern Bank: Account Type: Checking Savings Community & Southern Routing Number: Community & Southern Account Number: I authorize: The company listed to initiate withdrawal of my funds from the above Community & Southern Bank account. Community & Southern Bank to debit funds from my account for each payment presented. This authorization to remain in effect until I send written notice of change or cancellation. Signature: Date: This form may be printed, copied, or used as a template for your own letters.

7 Form D Account Closing Notification To: Bank Name: Address: From: Name(s) on Account(s): Address: Home Telephone: Cell: Social Security Number: Please accept this letter as authorization to close my account(s) with your institution. Please close the account(s) listed below. Account Number: Checking Money Market Savings Certificate of Deposit Account Number: Checking Money Market Savings Certificate of Deposit Account Number: Checking Money Market Savings Certificate of Deposit Account Number: Checking Money Market Savings Certificate of Deposit Please transfer any remaining funds in the accounts listed to: Electronic Deposit Instructions: Deposit entire amount to checking account number: OR Deposit $ to savings account number: AND the remainder to checking account number: I authorize: The listed entity to close the account(s) listed here. The transfer of my funds to my Community & Southern Bank checking and/or savings account(s) as indicated. Community & Southern Bank to credit deposits to my account(s) as specified. Signature: Date: This form may be printed, copied, or used as a template for your own letters.

8 Form E Switch Kit Checklist Direct Deposit Company/ Financial Institution Account Number Type of Account Date Mailed or Contacted Follow-Up Date Item Complete Direct Deposit Payment Payment Payment Payment Credit Card Balance Transfer Credit Card Balance Transfer Closure Closure

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