Making the Move to Metropolitan. Metropolitan National Bank Personal Accounts Switch Kit

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1 Making the Move to Metropolitan Metropolitan National Bank Personal Accounts Switch Kit

2 Our Team Metropolitan National Bank is here to help you find your perfect fit. We have friendly, knowledgeable, and dedicated bankers ready to help you find solutions to meet your personal banking needs. We are dedicated to building strong relationships, committed to providing quality services, and strive for excellence everyday! Value Metropolitan National Bank offers a wide array of services to meet your financial needs. Earn valuable points simply by making purchases anywhere Visa is accepted using your Visa Debit Card with UChoose Rewards or access your account on the go with Free Online Banking and Mobile App. Service Our team of experts are friendly, accessible and here to make your life easier. Plus, you can call our MetroLink line at to access your account 24 hours a day. We ve made it easier than ever before to switch to Metropolitan National Bank with our Making the Move to Metropolitan kit.

3 We ve taken the hassle out of moving your checking account from your old bank with step-by-step instructions and simple-to-complete forms. 1 We offer lots of options to fit all of your personal banking needs. To open an account just visit or stop by your local Metropolitan National Bank branch for assistance. 2 Stop using your old checking account and let the checks you have written clear. This should take approximately two weeks. 3 Switch your direct deposit. Simply complete Form 1 below and give to your employer, retirement plan administrator or the Social Security Administration (you may also call or visit GoDirect.org to set up direct deposit for Social Security payments). Be sure to include a voided Metropolitan National Bank check (not a deposit slip) with your request. Please feel free to make as many copies of this form as needed. 4 Switch your automatic payments. For merchants that you currently authorize to automatically debit your account each month to cover a bill or transfer, simply complete one FORM 2 for each withdrawal or payment that is automatically made from your old account. Please feel free to make as many copies of FORM 2 as needed. Contact merchants where you have recurring debit card transactions set up to provide your new card number. 5 Close your old account. Now that your checks have cleared and you ve changed your automatic deposits and payments, there s just one more step. Use FORM 3 to say goodbye to your old bank. What could be easier? Please feel free to make as many copies of FORM 3 as needed. If you have any questions or concerns during this process, don t hesitate to contact us: Call or stop by your local Metropolitan National Bank office Call us at to speak with a dedicated Metropolitan Banker.

4 Name NEW CUSTOMER ACCOUNT INFORMATION Name City State Zip City State Zip Home Phone DOB Home Phone DOB Employer Work Phone Employer Work Phone Name Name City State Zip City State Zip Home Phone DOB Home Phone DOB Employer Work Phone Employer Work Phone Pay on Death TYPE OF OWNERSHIP Individual Joint Tenants By Entirety Trust BENEFICIARY Beneficiary's Name Beneficiary's Name City State Zip City State Zip DOB Home Phone DOB Home Phone Attach a photocopy of your unexpired state issued I.D REQUIRED FOR EACH ACCOUNT HOLDER

5 FORM 1 Direct Deposit Change Request Date Company Making Direct Deposit Company City/State/ZIP To whom it may concern: You are currently depositing my entire paycheck, part of my paycheck or a type of payment into the following account: My Old Bank My Old Bank s Routing Number My Old Account Number Please begin making these automatic deposits into my new Metropolitan National Bank account. My New Bank s Routing Number My New Account Number Checking Savings If you have any questions about this request, please call me. Thank you, Name (please print) Signature City, State, ZIP Telephone: Day / Evening (circle one) Please include a voided Metropolitan National Bank check (not a deposit slip) with your request.

6 FORM 2 Automatic Payment Change Request Date Company Making Withdrawal Company City/State/ZIP To whom it may concern: I have recently changed to Metropolitan National Bank. You are currently withdrawing $. each month from the following account: My Old Bank My Old Bank s Routing Number My Old Bank Account Number For (payment reason) On (date of month) Please stop making withdrawals from this account on (date: MM/DD/YY) / / and start making them from my new MNB account. My New Bank s Routing Number My New Bank Account Number If you have any questions about this request, please call me. Thank you, Name (please print) Signature City, State, ZIP Telephone: Day / Evening (circle one) Please include a voided Metropolitan National Bank check (not a deposit slip) with your request.

7 FORM 3 Close Account Request Date Bank Name City/State/Zip To whom it may concern: Please close the following account number: and send a check for the balance remaining to the address below. If you have any questions about this request, please call me. Thank you, Name (please print) Signature City, State, ZIP Telephone: Day / Evening (circle one)

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