San Mateo Credit Union Easy Switch Kit

Size: px
Start display at page:

Download "San Mateo Credit Union Easy Switch Kit"

Transcription

1 San Mateo Credit Union Easy Switch Kit Switch your accounts to San Mateo Credit Union in three easy steps. SMCU has made moving your accounts easy. The letters and forms that you need to switch are provided in this packet. All you need to do is print and mail the letters to the appropriate companies and/or individuals. Three Easy Steps. 1. Open a membership account. You can apply online or by visiting one of the SMCU branch locations. 2. Download and mail all of the necessary forms listed on the Easy Switch checklist. 3. Close your account at your old financial institution. Verify that all checks, card transactions, and scheduled bill payments have cleared your old checking account P.O. Box 910 Redwood City, CA

2 Easy Switch Checklist Please print out this checklist and check off the boxes on your printed copy to ensure that you complete all of the necessary steps. Open your membership and checking account at San Mateo Credit Union (SMCU). You may do this at any of our branch locations or by applying online. Verify certain funds are available in your old account to cover any automatic payments, checks and debit card transactions that may still be withdrawn. Check maturity dates on Certificates if transferring in order to avoid early withdrawal penalties. Direct Deposit Change Request Form Send written notices to companies with which you have direct deposit (employer, government deposits, pensions, transfers from other financial institutions, investment dividends, child support or court-issued deposits, etc.) notifying them that you want to switch your direct deposits to your new SMCU account. Authorization Agreement for Direct Deposit Form Send written notice to set up direct deposits with any new companies or individuals. To change Social Security Deposits, visit: Or call the Social Security Administration: (TTY ) SMCU Routing/Transit number: Authorization for Canceling Automatic Payment Form Send written notices to companies that automatically take payments from your checking (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to banks, child support or court-issued payments) notifying them that you are closing the account. Authorization for Transferring Automatic Payment Form Add a notification with your new account if you wish to move and continue automatic payments at SMCU. Authorization for Automatic Payment Form Send a notification if you wish to add new automatic payments. Contact companies that take payments from your old checking account using a debit card. Inform them of your new SMCU debit card number and expiration date. If you prefer, you may set up this payment as an automatic payment rather than debit card payment using the Authorization for Automatic Payment Form. Verify your direct deposits and automatic payments have begun posting to your new account. Account Closing Request Form Send written notice to your old financial institution informing them you are closing your account. Please be aware that completion of the switch transfer process may take up to two statement cycles to complete depending on your other financial institution; plan ahead and maintain access to funds for your use and current payments.

3

4

5 Direct Deposit Change Request To: From: Address: (Direct Deposit Source) (Name) (Street Address) (City) (State, Zip) Social Security Number: RE: Change of Direct Deposit Routing: Please discontinue sending my automatic direct deposit to Account Number: (checking/savings) and/or Account Number: (checking/savings) with (Financial Institution) Please begin sending the same deposit to San Mateo Credit Union. San Mateo Credit Union s rout ing information is: San Mateo Credit Union P.O. Box 910, Redwood City, CA Transit/ABA# Deposit instructions: Deposit entire amount to Checking Account Number: Deposit $ to Savings Account Number: and the remainder to Checking Account Number: I hereby authorize: Above listed entity to initiate deposit of my funds to my San Mateo Credit Union checking or savings account. San Mateo Credit Union to credit entries to my account(s). This authorization to remain in effect until I send written notice of change or cancellation. Signature: Date:

6 Authorization Agreement for Direct Deposit Please review and complete the following information. Return this form to your employer s human resources office. Direct Deposit Authorization: Name: Social Security Number: Address: City: State: Zip: Company Name: Company City: Company Address: State: Zip: Deposit instructions: Deposit entire amount to Checking Account Number: Deposit $ to Savings Account Number: and the remainder to Checking Account Number: San Mateo Credit Union P.O. Box 910, Redwood City, CA Transit/ABA# I hereby authorize: Above listed entity to initiate deposit of my funds to my San Mateo Credit Union checking or savings account. San Mateo Credit Union to credit entries to my account(s). This authorization to remain in full force and effect until I send a written notice of change or cancellation. Signature: Date:

7 Authorization for Canceling Automatic Payment (insert date) Dear: I am writing to inform you of a change in my banking relationship concerning my Account Number: (vendor account #). I currently have my withdrawn from my Checking/Savings Account Number: (bank or credit union name) (name of vendor) on the (1st, 15th, etc.) payment automatically of the month. I would like to cancel these monthly transactions, and submit this letter as written notification of that intention. I understand I need to give you at least two weeks notice prior to the next scheduled transaction. at Therefore, I expect the last transaction to be the one dated (date of last transaction).. Thank you for your prompt attention to this request. Sincerely, Signature: Date: Second Signature (if joint account): (name) (street address) (city, state, zip) (phone number)

8 Authorization for Transferring Automatic Payment (insert date) Dear: (name of vendor) I am writing to inform you of a change in my banking relationship concerning my Account Number: (vendor account #). I currently have my (name of vendor) payment automatically withdrawn from my Checking/Savings Account Number: at (bank or credit union name) on the (1st, 15th, etc) of the month. I would like to transfer these monthly transactions to my new financial institution, San Mateo Credit Union, and submit this letter as written notification of that intention. I understand I need to give you at least two weeks notice prior to the next scheduled transaction. Therefore, I expect the last transaction to be the one dated and the first one from San Mateo Credit Union to be dated (date of last transaction) (date of next transaction). Thank you for your prompt attention to this request. I have enclosed an Authorization for Automatic Payment form that includes the information necessary for you to begin withdrawals from my San Mateo Credit Union account. Sincerely, Signature: Date: Second Signature (if joint account): (name) (address) (phone number) Enc:

9 Authorization for Automatic Payment (Send this form to your vendor) Name: Phone Number: Address: City: State: Zip: Bank Name: San Mateo Credit Union Routing Number: Bank Address: San Mateo Credit Union P.O. Box 910 Redwood City, CA Bank Account Number: Checking Account Savings Account Vendor Name: Vendor Account Number: Payment Amount: $ I (we) authorize (vendor name) checking/savings. to initiate variable entries to my This authorization will remain in effect until I notify (vendor name) in writing to cancel it in such time as to afford reasonable opportunity to act. (vendor name) a I also agree that I remain obligated to pay for these services in the event that a charge to my account is dishonored, for whatever reason, and that (vendor name) retains its normal collection rights. Signature: Date: Second Signature (if joint account): NOTE: FOR VERIFICATION PURPOSES ATTACH A VOIDED SAN MATEO CREDIT UNION CHECK IN THIS AREA

10 Account Closing Request To: From: (Bank you are closing account with) (Primary Account Holder) (Secondary Account Holder) Address: (Street) (City) (State, Zip) Please close the following accounts with your institution: Account # Account # Account # Account # Checking Checking Checking Checking Savings Savings Savings Savings Money Market Money Market Money Market Money Market Other Other Other Other Please send any funds remaining in these accounts to: The address shown above. The following address: (Street) (City) (State, Zip) To my account at: San Mateo Credit Union P.O. Box 910 Redwood City, CA Account Number: Primary Account Holder Signature: Date: Secondary Account Holder Signature:

Switch Kit Checklist. Print this checklist and check off the boxes on your printed copy as you complete items.

Switch Kit Checklist. Print this checklist and check off the boxes on your printed copy as you complete items. Switch Kit Checklist Print this checklist and check off the boxes on your printed copy as you complete items. Open your membership and account(s) at. You may do this by visiting with our Member Service

More information

Switch Kit (Complete these forms to make your moving process easier) Account Closing Report

Switch Kit (Complete these forms to make your moving process easier) Account Closing Report Switch Kit (Complete these forms to make your moving process easier) Account Closing Report Date: To: (Current bank, credit union, etc.) From: (Primary Account Holder) (Secondary Account Holder ) Address:

More information

Switch Kit New Account Conversion Checklist

Switch Kit New Account Conversion Checklist Switch Kit New Account Conversion Checklist You may check the boxes next to the items you ve completed (if any) and keep this checklist handy. As you continue completing items, simply check off the boxes

More information

ACCOUNT CLOSING LETTER

ACCOUNT CLOSING LETTER ACCOUNT CLOSING LETTER (Bank, Credit Union, etc. Name) FROM: (Primary Account Holder) (Secondary Account Holder) Please close the following account(s) with your institution: Please send any funds remaining

More information

Yorktown Bank. Switch Kit

Yorktown Bank. Switch Kit Switch Kit At we know that switching your checking account from one institution to another can be a time-consuming process. But, with our Switch Kit, we can help you make the transition quickly and easily.

More information

Close your former account at the other institution

Close your former account at the other institution Member FDIC Interested in switching your account to Farmers State Bank, but not sure where to begin? That s why we developed the EZ-Switch Kit. These days we all have busy lives, so here at Farmers State

More information

Switching to your Talbot Bank checking account has never been easier with Talbot Bank s Switch Kit. (Switch Kit check list)

Switching to your Talbot Bank checking account has never been easier with Talbot Bank s Switch Kit. (Switch Kit check list) Switching to your Talbot Bank checking account has never been easier with Talbot Bank s Switch Kit. (Switch Kit check list) 1. Open your new Talbot Bank checking account. You can open an account by visiting

More information

Switching to your CNB checking account has never been easier with CNB s Switch Kit. (Switch Kit check list)

Switching to your CNB checking account has never been easier with CNB s Switch Kit. (Switch Kit check list) Switching to your CNB checking account has never been easier with CNB s Switch Kit. (Switch Kit check list) 1. Open your new CNB checking account. You can open an account by visiting any of our convenient

More information

Switch to Peoples Exchange Bank

Switch to Peoples Exchange Bank Switch to Peoples Exchange Bank We make it easy, every step of the way. 1. Set up your new account - Fill out our New Account Information Form and we ll have everything we need to establish your account.

More information

Thank you for opening your account with us! Your Hometown Bank, Where Hometown People Make the Difference!

Thank you for opening your account with us! Your Hometown Bank, Where Hometown People Make the Difference! We make switching to Southern Missouri Bank of Marshfield quick and easy with our Switch Kit. And, we will be happy to help with any questions. With the Southern Missouri Bank of Marshfield Switch Kit

More information

Smart Switch. Open a Covenant Bank account. It s easy and your new checking account is opened with as little as fifty dollars ($50.00).

Smart Switch. Open a Covenant Bank account. It s easy and your new checking account is opened with as little as fifty dollars ($50.00). Smart Switch Covenant Bank invites you to switch to our full-service hometown bank. To try and make a change for you as simple as possible, we offer this kit to give you the most efficient path to our

More information

CONGRATULATIONS ON YOUR DECISION TO MOVE TO NATIONAL BANK OF ARIZONA.

CONGRATULATIONS ON YOUR DECISION TO MOVE TO NATIONAL BANK OF ARIZONA. BANK TRANSITION KIT CONGRATULATIONS ON YOUR DECISION TO MOVE TO NATIONAL BANK OF ARIZONA. We know how important your time and money are. That s why we ve created this simple tool kit for you to effortlessly

More information

NEW ACCOUNTS SWITCH KIT THE WAY THEY SHOULD BE: EASY. Welcome to Five Star Bank

NEW ACCOUNTS SWITCH KIT THE WAY THEY SHOULD BE: EASY. Welcome to Five Star Bank SWITCH KIT NEW ACCOUNTS THE WAY THEY SHOULD BE: EASY. Welcome to Five Star Bank Thank you for choosing to open your new account with us. We are committed to making the best financial products and services

More information

Need Help Switching?

Need Help Switching? Need Help Switching? We d be happy to help you in person, just stop into our Sterling Heights branch or contact us at (586-268-4790) United VIP Credit Union It s easy to switch your account over to United

More information

Switch to Century Bank, we build relationships that last.

Switch to Century Bank, we build relationships that last. Switch to Century Bank, we build relationships that last. It s simple to switch to Century Bank Business Banking is about relationships and our focus is on you. Your Business Banker will work closely with

More information

Wiregrass Federal Credit Union Switch Kit

Wiregrass Federal Credit Union Switch Kit Wiregrass Federal Credit Union Switch Kit Use our switch kit to make the switch today! Our members enjoy many advantages, just read on to find out more! Wiregrass Federal Credit Union is looking for a

More information

Step 1. Step 2. Step 3

Step 1. Step 2. Step 3 SWITCH TO SISKIYOU CENTRAL CREDIT UNION TODAY! Are you fed up with your current financial institution and ready to make a switch? Switching to Siskiyou Central Credit Union is easy! Our switch kit includes

More information

FORMS INCLUDED QUICK SWITCH CHECKLIST

FORMS INCLUDED QUICK SWITCH CHECKLIST At Wisconsin Bank & Trust, we are committed to making your switch an easy one. Stop into any one of our offices and we ll help you make all of the changes. Or use this form to make one or all of the changes

More information

Customer Information Sheet

Customer Information Sheet Customer Information Sheet Primary Account Holder Name: Street Address: City: State: Zip: Home Phone: Work Phone: Mobile Phone: Driver s License #: DL Expiration Date: Employer: Position/Title Email Address:

More information

q To close an account and transfer any remaining funds, you may need: q To change an automatic payment or withdrawal*, you may need:

q To close an account and transfer any remaining funds, you may need: q To change an automatic payment or withdrawal*, you may need: Moving all your accounts to Athens Federal has never been easier! Simply refer to the following guide to make your switch easy and convenient. For assistance, please contact any of our customer service

More information

Pinnacle Credit Union is here to help you take full advantage of your membership with money-making and money-saving products and services.

Pinnacle Credit Union is here to help you take full advantage of your membership with money-making and money-saving products and services. _ Dear New Member: Pinnacle Credit Union is here to help you take full advantage of your membership with money-making and money-saving products and services. If you are one of the many new members that

More information

SIMPLE SWITCH KIT. We Make the Switch Simple

SIMPLE SWITCH KIT. We Make the Switch Simple SIMPLE SWITCH KIT We Make the Switch Simple 5 Simple Steps To Switch Your Account The Process: 1 Open your Wells Bank account Visit your local branch and a Personal Banking Representative will answer any

More information

Switch Kit. Banking the way it ought to be

Switch Kit. Banking the way it ought to be The LNB is just one more way LNB is working to make your life simpler. It s easy follow the 5 simple steps and you ll be banking the way it ought to be in no time! Banking the way it ought to be Switching

More information

FORMS INCLUDED QUICK SWITCH CHECKLIST

FORMS INCLUDED QUICK SWITCH CHECKLIST At Illinois Bank & Trust, we are committed to making your switch an easy one. Stop into any one of our offices and we ll help you make all of the changes. Or use this form to make one or all of the changes

More information

A Community Bank with Community Values"

A Community Bank with Community Values Dear Valued Customer; A Community Bank with Community Values" Now you can make the switch with ease! Our Switch Kit includes everything that you need to switch all your accounts, including auto transactions!

More information

Simple Switch Kit Checklist

Simple Switch Kit Checklist Simple Switch Kit Simple Switch Kit Checklist Welcome to My Bank! First United! This Simple Switch Kit has been developed to provide you with the tools you need to make your transition to My Bank as quick

More information

1. Stop using your old account. 2. Move your direct deposits to your new ESSA checking. account.

1. Stop using your old account. 2. Move your direct deposits to your new ESSA checking. account. 5 easy steps to moving your checking to ESSA Bank & Trust Once you ve opened your new ESSA checking account: 1. Stop using your old account. Don t close it right away allow two months for checks to clear.

More information

Make the Switch Checklist

Make the Switch Checklist Make the Switch Checklist q Fill out our Application Information and Current Deposits and Payments forms. q Bring your completed forms to any NBT Bank office. Stop in when it s convenient for you or call

More information

After all your checks and automatic payments have cleared, close your previous checking account.

After all your checks and automatic payments have cleared, close your previous checking account. Make The Switch Moving to Western Bank is Easy. Moving from one bank to another can be intimidating. That s why we have our Switch Kit. In this kit you will find simple, step-by-step instructions for moving

More information

TITANS BANKING SWITCH KIT

TITANS BANKING SWITCH KIT TITANS BANKING SWITCH KIT Pinnacle recognizes that changing banks can be a hassle. Setting up direct deposit, switching your automatic payments and closing your old account can sometimes seem tedious.

More information

Switch Kit New Account Information

Switch Kit New Account Information Switch Kit New Account Information Complete the following information to switch your checking account to National Bank & Trust. It s as easy as 1-2-3! Individual Account Name of Primary Account Holder

More information

BANK OF ADVANCE SWITCH KIT

BANK OF ADVANCE SWITCH KIT BANK OF ADVANCE SWITCH KIT CLOSURE CHECK LIST Make sure all checks have cleared on your checking account. Give your Bank of Advance teller a copy of your last bank statement so automatic deposits, withdrawals

More information

QUICK SWITCH CHECKLIST FORMS INCLUDED

QUICK SWITCH CHECKLIST FORMS INCLUDED At Rocky Mountain Bank, we are committed to making your switch an easy one. Stop into any one of our offices and we ll help you make all of the changes. Or use this form to make one or all of the changes

More information

MILLENNIUM BANK TO SWITCH ANY AUTOMATIC PAYMENTS SO THEY LL COME OUT OF YOUR NEW MILLENNIUM BANK ACCOUNT.

MILLENNIUM BANK TO SWITCH ANY AUTOMATIC PAYMENTS SO THEY LL COME OUT OF YOUR NEW MILLENNIUM BANK ACCOUNT. SWITCH TO MILLENNIUM BANK.. WE LL MAKE IT EASY, EVERY STEP OF THE WAY. 1. SET UP YOUR NEW ACCOUNT FILL OUT OUR NEW ACCOUNT INFORMATION AND WE LL HAVE EVERYTHING WE NEED TO ESTABLISH YOUR NEW ACCOUNT. 2.

More information

www.ffcu4u.com SWITCH KIT The Quick and Easy Way to Make the Switch Of Your Financial Accounts BENEFITS:

www.ffcu4u.com SWITCH KIT The Quick and Easy Way to Make the Switch Of Your Financial Accounts BENEFITS: www.ffcu4u.com SWITCH KIT The Quick and Easy Way to Make the Switch Of Your Financial Accounts BENEFITS: 24,000 Fee Free ATM s Free Debit Cards Free CU24 Internet Banking Free Online Bill Pay Free Call

More information

Follow the 5 easy steps in the Progressive Bank Switch Kit and put some light into your banking!

Follow the 5 easy steps in the Progressive Bank Switch Kit and put some light into your banking! Our purpose at Progressive Bank is to help our customers achieve their dreams. These days we all have busy lives, so here at Progressive Bank we are always looking for ways to make banking with us easy

More information

New Account Transfer Kit

New Account Transfer Kit New Account Transfer Kit Transfer your account today to Home City Federal Savings Bank! Transferring is easy. In this kit you will find forms necessary to move your deposit relationship to Home City Federal

More information

w w w. B a n k F i r s t N a t i o n a l. c o m

w w w. B a n k F i r s t N a t i o n a l. c o m Switch Kit Making the switch is easy! For Better Banking, Think First. w w w. B a n k F i r s t N a t i o n a l. c o m Make the switch to Bank First National in just four easy steps! We want to make your

More information

Welcome to Heartland Bank

Welcome to Heartland Bank Welcome to Heartland Bank We re glad you have chosen to bank with us. We want to make switching over your bank accounts as easy as possible. This step-by-step switch kit will help you complete this project

More information

Campbell County 423-562-5151. OPEN A UNITED CUMBERLAND BANK ACCOUNT Open your account at any branch location.

Campbell County 423-562-5151. OPEN A UNITED CUMBERLAND BANK ACCOUNT Open your account at any branch location. Account Switch Kit We know how busy you are, so we have made it very convenient for you to switch your accounts to United Cumberland Bank. Follow the four easy steps in this switch kit and will allow us

More information

OU FEDERAL CREDIT UNION SWITCH KIT

OU FEDERAL CREDIT UNION SWITCH KIT OU FEDERAL CREDIT UNION SWITCH KIT Switching your checking account to has never been easier! Just follow these five (5) simple steps! Open your Checking Account Complete an application for your free checking

More information

(251) 947-1981 (251) 990-9991 (251) 970-2222 (251) 964-5091

(251) 947-1981 (251) 990-9991 (251) 970-2222 (251) 964-5091 IT S EASY TO MAKE THE SWITCH TO OUR LIBERTY ACCOUNTS! Our Customer Service Representatives are available to help with this process. Just stop into one of our branches in,,, or! OUR CHECKING ACCOUNTS Liberty

More information

Switch Kit Checklist. Print this form and check off the boxes as you complete the items listed.

Switch Kit Checklist. Print this form and check off the boxes as you complete the items listed. Switch Kit Checklist Print this form and check off the boxes as you complete the items listed. Open your membership and/or checking account at Summit Federal Credit Union. You can do this by visiting one

More information

Switch to Century Bank, we build relationships that last.

Switch to Century Bank, we build relationships that last. Switch to Century Bank, we build relationships that last. It s simple to switch to Century Bank We know it s not easy to change banks. That s why we ve developed the Century Bank step-by-step switch kit.

More information

If you have payees, or scheduled or recurring online bill payments, use OnLine Bill Payment and the Check Card Worksheet to transfer them to BB&T.

If you have payees, or scheduled or recurring online bill payments, use OnLine Bill Payment and the Check Card Worksheet to transfer them to BB&T. This packet contains the following information to help make your switch to BB&T easy: Switch forms A Switch Kit Checklist An Online Payment worksheet to help you switch your payments to BB&T Next Steps

More information

Chesapeake Bank and Trust Switch Kit

Chesapeake Bank and Trust Switch Kit Chesapeake Bank and Trust Switch Kit 07/2015 What is a Switch Kit? Our Switch Kit is a free service that allows you to close an account with another financial institution and transfer the funds to your

More information

Welcome to BMO Harris Bank

Welcome to BMO Harris Bank Welcome to BMO Harris Bank Switch Kit for BMO Harris Small Business Checking and Savings Accounts Welcome to BMO Harris Bank Thank you for your interest in opening an account with BMO Harris. We look forward

More information

New Account Information Form 1

New Account Information Form 1 New Account Information Form 1 Complete and bring into the branch located closest to you to begin your account setup. Personal Information: First Name* MI Last Name* Residence Address* City* State* Zip*

More information

Switch To Volunteer State Bank

Switch To Volunteer State Bank Switch To Volunteer State Bank It s Quick and Easy... Just print the forms below and follow these instructions. Step 1: Complete our New Account Information Form, so we ll have what we need to open your

More information

BANKING ON EXPERIENCE IT S EASY TO SWITCH MAKE THE SWITCH TO F&M BANK TODAY! 142 W. MAIN STREET P.O. BOX 718 MANCHESTER, GA 31816

BANKING ON EXPERIENCE IT S EASY TO SWITCH MAKE THE SWITCH TO F&M BANK TODAY! 142 W. MAIN STREET P.O. BOX 718 MANCHESTER, GA 31816 BANKING ON EXPERIENCE IT S EASY TO SWITCH MAKE THE SWITCH TO F&M BANK TODAY! 142 W. MAIN STREET P.O. BOX 718 MANCHESTER, GA 31816 IT S EASY TO SWITCH FOLLOW THESE 5 SIMPLE STEPS TO MOVE YOUR ACCOUNT TO

More information

Gulf Coast Bank Switch Kit

Gulf Coast Bank Switch Kit Gulf Coast Bank Switch Kit Now that you made the right choice, let Gulf Coast Bank help you make the switch. The checklist below will help you keep track of all the information that you need to switch

More information

Switch To The First National Bank of Eagle Lake

Switch To The First National Bank of Eagle Lake Switch To The First National Bank of Eagle Lake It s Quick and Easy... Just print the forms below and follow these instructions. Step 1: Complete our New Account Information Form, so we ll have what we

More information

Switch Kit Pre-Transfer Worksheet

Switch Kit Pre-Transfer Worksheet Switch Kit Pre-Transfer Worksheet The Switch Kit is a free tool that allows you to quickly and easily change your accounts from your financial institution to the State Bank of Toulon. By filling out a

More information

Follow the 5 easy steps in the Citizens Community Federal N.A. Switch Kit and start banking simply!

Follow the 5 easy steps in the Citizens Community Federal N.A. Switch Kit and start banking simply! Why make life complicated? We at Citizens Community Federal N.A. believe that some things can and should remain simple. We pride ourselves on offering our customers convenience, superior service and The

More information

Tallulah, LA 318-574-9177. OPEN A DELTA BANK ACCOUNT at any branch location.

Tallulah, LA 318-574-9177. OPEN A DELTA BANK ACCOUNT at any branch location. Account Switch Kit We know how busy you are! We have made it very convenient for you to switch your accounts to Delta Bank. Follow the four easy steps in this switch kit and allow us to become your bank.

More information

SWITCH KIT. Member FDIC

SWITCH KIT. Member FDIC SWITCH KIT Member FDIC Citizens Savings Bank SWITCH KIT (For Personal Accounts) Switch with Ease How many times have you wanted to switch, but thought it would be a big hassle. We want to help you Switch

More information

Step 1: Open a new account with us Visit any Busey branch to get started, or open your account online at busey.com.

Step 1: Open a new account with us Visit any Busey branch to get started, or open your account online at busey.com. Welcome to Busey Switch Kit We want to make your move to Busey as seamless as possible this Switch Kit gives you the tools you need to help ensure a smooth transition. Just follow these simple steps! Step

More information

Switch To Walworth State Bank It s Quick and Easy...

Switch To Walworth State Bank It s Quick and Easy... Switch To Walworth State Bank It s Quick and Easy... Just print the forms below and follow these instructions. The forms can also be filled out online and then printed. Step 1: Complete our New Account

More information

We Make Switching 100 Times Better

We Make Switching 100 Times Better Switch Kit It s Easy to Switch Banks Checking Accounts Savings Accounts Money Market Accounts Certificates of Deposit Online Banking Check Cards IRAs We Make Switching 00 Times Better Centennial Bank makes

More information

Follow these five steps to make switching to Peoples First Savings Bank easy and hassle free:

Follow these five steps to make switching to Peoples First Savings Bank easy and hassle free: ACCOUNT SWITCH KIT Follow these five steps to make switching to Peoples First Savings Bank easy and hassle free: 1. Visit one of our locations to open your Peoples First Savings Bank checking account with

More information

Switch Kit. Welcome Home to Sicily Island State Bank! Wade Thompson CEO & EVP Sicily Island State Bank

Switch Kit. Welcome Home to Sicily Island State Bank! Wade Thompson CEO & EVP Sicily Island State Bank Switch Kit Our goal at Sicily Island State Bank is to give our customers personal service in all we do. We all have busy lives, so here at Sicily Island State Bank, we are always looking for ways to make

More information

Switch Kit. Making the switch to Citizens National Bank EASY!

Switch Kit. Making the switch to Citizens National Bank EASY! Switch Kit Making the switch to Citizens National Bank EASY! Citizens National Bank 300 1st St. West PO Box 231 Park Rapids, MN 56470 (218) 732-3393 Routing # (ABA) - 091202325 Member FDIC Equal Housing

More information

Making the switch has never been so easy!

Making the switch has never been so easy! Consumer Making the switch has never been so easy! ezswitch from State Bank Financial, the fastest, easiest way to move your account Everything you need to easily change banks. Changing banks can seem

More information

Business Busines Swit S ch Kit wit

Business Busines Swit S ch Kit wit Business Switch Kit Switching banks sounds like a lot of work, which is probably why you re staying at your old bank even if you re not satisfied. But what if switching was really easy? We put together

More information

MAKE THE SWITCH TO Convenient Understandable Banking!

MAKE THE SWITCH TO Convenient Understandable Banking! MAKE THE SWITCH TO Convenient Understandable Banking! We want you to experience convenient understandable banking, so we have made it even more convenient to switch your accounts to First Farmers Bank.

More information

Make the Switch to Anthem Bank & Trust today!

Make the Switch to Anthem Bank & Trust today! Switch Kit Make the Switch to Anthem Bank & Trust today! For help, please call or visit any Anthem Bank & Trust office, or go to www.anthembank.com Baton Rouge 7809 Jefferson Hwy., Ste. C-6 Baton Rouge,

More information

SWITCH KIT. Everything you want in a local bank. an easy switching. mycsbonline.com 800.901.8075

SWITCH KIT. Everything you want in a local bank. an easy switching. mycsbonline.com 800.901.8075 SWITCH KIT Everything you want in a local bank + an easy switching experience. mycsbonline.com 800.901.8075 Welcome to Community & Southern Bank. You ll find we offer a unique combination: the financial

More information

Checking Account Easy Switch

Checking Account Easy Switch Checking Account Easy Switch It s no secret that switching checking accounts from one institution to another is time-consuming and often confusing. At Century Heritage, we wanted to simplify the process,

More information

Member FDIC Equal Housing Lender

Member FDIC Equal Housing Lender Switch Kit Forms Thank you for choosing Union Bank! This is a guide to make your move to Union Bank easy and convenient. We are here to help you. Simply provide our staff with the information in this kit,

More information

Make the Move to Metrum Community Credit Union

Make the Move to Metrum Community Credit Union Make the Move to Metrum Community Credit Union Making the move to a new financial doesn t have to be a hassle! We ve helped many members move their checking accounts to Metrum Community Credit Union (MCCU),

More information

SWITCH KIT. Switching is as easy as 1-2-3

SWITCH KIT. Switching is as easy as 1-2-3 SWITCH KIT Switching is as easy as 1-2-3 1. Open up a checking and/or savings account 2. We will help you complete the necessary forms to have your automatic deposits and withdrawals switched to your new

More information

Checking Switch Kit. 1. Get Organized. 2. Switching Your Direct Deposit. 3. Switching Your Automatic Payments. 4. Request to Close Account

Checking Switch Kit. 1. Get Organized. 2. Switching Your Direct Deposit. 3. Switching Your Automatic Payments. 4. Request to Close Account Checking Switch Kit Moving your checking account has never been easier! Thank you for choosing to bank with EvergreenDIRECT Credit Union. We are dedicated to ensuring your transition is a smooth one. The

More information

Yoakum National Bank SERVING THE AREA SINCE 1890. 2010 Yoakum National Bank All Rights Reserved. Rev120810-1

Yoakum National Bank SERVING THE AREA SINCE 1890. 2010 Yoakum National Bank All Rights Reserved. Rev120810-1 Thank you for choosing the Yoakum National Bank as your bank. We are a locally owned community bank serving the area for over 120 years. We would like to invite you to come by or call and let our staff

More information

Switching to Great Southern is quick and easy with our Switch Kit, and we will be glad to help.

Switching to Great Southern is quick and easy with our Switch Kit, and we will be glad to help. Switching to Great Southern is quick and easy with our Switch Kit, and we will be glad to help. With the Great Southern Easy Switch Kit you will have all of the forms and information that you need to make

More information

1. Personal Information for each signer 2. Social Security Number 3. Copy of Driver s License or Picture ID for each signer

1. Personal Information for each signer 2. Social Security Number 3. Copy of Driver s License or Picture ID for each signer Dear Prospective Customer of Union State Bank: Thank you for your interest in Union State Bank and allowing us the opportunity to handle your banking needs. We realize your time is precious and in order

More information

Follow the 5 easy steps in the Heritage Bank Switch Kit and let us be the bank for you that provides Service You Can Bank On!

Follow the 5 easy steps in the Heritage Bank Switch Kit and let us be the bank for you that provides Service You Can Bank On! Switch Kit Our purpose at Heritage Bank is to help our customers achieve their dreams. These days we all have busy lives. Here at Heritage Bank, we are always looking for ways to make banking with us easy

More information

Personal Account Switch Kit

Personal Account Switch Kit Personal Account Switch Kit Are you ready for a change? First National Bank wants to serve you, and we have made the Switch easy. Just follow the five steps outlined below. Step #1: Step #2: Step #3: Step

More information

Dear Prospective Customer of Union State Bank:

Dear Prospective Customer of Union State Bank: Dear Prospective Customer of Union State Bank: Thank you for your interest in Union State Bank and allowing us the opportunity to handle your banking needs. We realize your time is precious and in order

More information

Make the Switch to Pinnacle Bank today!

Make the Switch to Pinnacle Bank today! Make the Switch to Pinnacle Bank today! Our user friendly switch kit makes it easy for you and your business to join Pinnacle Bank and start enjoying community banking with old-fashioned customer service

More information

HSBC Switch Kit. Your gateway to smarter banking. This kit contains:

HSBC Switch Kit. Your gateway to smarter banking. This kit contains: HSBC Switch Kit Your gateway to smarter banking. This kit contains: > Switch Kit Checklist > Direct Deposit Transfer Letter > Automatic Payment Transfer Letter > Account Closure Request Letter Rev. 06/2015

More information

Personal Banking Switch Kit. Getting Started

Personal Banking Switch Kit. Getting Started Personal Banking Switch Kit We understand that switching bank accounts can be a hassle; but at Congressional Bank we make it easy. Following the steps below will make the process straightforward and trouble-free.

More information

Welcome to Golden Belt Bank We Appreciate Your Business

Welcome to Golden Belt Bank We Appreciate Your Business Switch Your Checking Account to Golden Belt Bank the Easy Way Welcome to Golden Belt Bank We Appreciate Your Business It has never been easier to begin enjoying the exceptional personal service you can

More information

Make The Switch Checklist

Make The Switch Checklist Make The Switch Checklist Moving all your accounts to North Salem State Bank has never been easier! Simply refer to the following guide to make your switch easy and convenient. For assistance, contact

More information

CHECKING ACCOUNT SWITCH KIT

CHECKING ACCOUNT SWITCH KIT CHECKING ACCOUNT SWITCH KIT It s never been easier to make the switch to First United Credit Union! You can move accounts and transfer balances from other financial institutions to First United in just

More information

Switching made Simple

Switching made Simple Switching made Simple We ve made switching to First US Bank simple. Our easy to use Switch Kit allows you to move your direct deposits and transfer any automatic payments and debits to First US Bank without

More information

If you have time for a cup of coffee, then you have time for Mainstreet! Familiar Name, Familiar Faces, Familiar Bank. Your Switch Kit includes:

If you have time for a cup of coffee, then you have time for Mainstreet! Familiar Name, Familiar Faces, Familiar Bank. Your Switch Kit includes: Switching Banks Made Easy... We ve made it simple to switch banks to Mainstreet Community Bank of Florida! We know switching banks can be a bit intimidating, but at Mainstreet Community Bank of Florida,

More information

The No Glitch Switch Kit

The No Glitch Switch Kit The No Glitch Switch Kit INSTRUCTIONS Southern Heritage Bank can show you how easy it is to switch banks! Everyone looks for a hassle free way of moving current personal or business accounts, now the switch

More information

Switching is Easy with Our Online Switch Kit

Switching is Easy with Our Online Switch Kit Switching is Easy with Our Online Switch Kit Switching your banking doesn t have to be difficult. Use this free Switch Kit to easily switch to Pacific Community. In just four easy steps, you can be on

More information

Change your Payroll Complete the attached Payroll Process Change Form and provide it to your current payroll processor.

Change your Payroll Complete the attached Payroll Process Change Form and provide it to your current payroll processor. In two easy steps, enjoy the ease of switching your Business Account to First National Bank of Northern California by using our Business Account Switch Kit. If you have Payroll, Automatic Deductions and/or

More information

Ezee-Switch Kit. Checking Accounts Savings Accounts Money Market Accounts Certificates of Deposit IRAs Online Banking Check Cards

Ezee-Switch Kit. Checking Accounts Savings Accounts Money Market Accounts Certificates of Deposit IRAs Online Banking Check Cards Ezee-Switch Kit Checking Accounts Savings Accounts Money Market Accounts Certificates of Deposit IRAs Online Banking Check Cards It s Easy to Switch Banks There s Never Been a Better Time to Switch Banks

More information

Simplify Your Life. Switch to Central Bank of the Ozarks. Account Application. Email Address

Simplify Your Life. Switch to Central Bank of the Ozarks. Account Application. Email Address Personal Information Individual Account Holder Joint Account Holder Physical (no P.O. Box) Physical (no P.O. Box) Mailing Mailing Email Email Signer Information Individual Account Holder Joint Account

More information

SWITCH KIT FOR BUSINESS ACCOUNTS. www.highlandsstatebank.com

SWITCH KIT FOR BUSINESS ACCOUNTS. www.highlandsstatebank.com SWITCH KIT FOR BUSINESS ACCOUNTS www.highlandsstatebank.com SWITCHING HAS NEVER BEEN EASIER OR MORE CONVENIENT! Our mission at Highlands State Bank is to help make banking more convenient, easy and an

More information

Islanders Bank. Make the Switch Kit

Islanders Bank. Make the Switch Kit Make the Switch Kit Do you still think all banks are alike? Maybe you think it s too much trouble to open a new account at a different bank? Well, it s certainly NO trouble with Islanders Bank! When you

More information

Release of Information

Release of Information Release of Information I hereby authorize to receive information necessary on my existing account with you. I have recently opened an account with Tompkins State Bank, and I wish to transfer my deposits/debits

More information

Oostburg State Bank Switch Kit

Oostburg State Bank Switch Kit Oostburg State Bank Switch Kit See what locally owned and operated can do for you We d love to have you join us as a customer of Oostburg State Bank! To help get you started we re providing you with the

More information

Visit http://www.ssa.gov/deposit/howtosign.htm or call 1-800-772-1213 to change your direct deposit

Visit http://www.ssa.gov/deposit/howtosign.htm or call 1-800-772-1213 to change your direct deposit Visit http://www.ssa.gov/deposit/howtosign.htm or call 1-800-772-1213 to change your direct deposit Moving all your accounts to First Federal Savings Bank has never been easier! Simply refer to the following

More information

Switch Kit Checklist for Businesses

Switch Kit Checklist for Businesses Switch Kit Checklist for Businesses We ll make it quick and easy to switch your business accounts to Interra Credit Union. Complete the enclosed Account Switch forms and bring them to Interra and meet

More information

Changing Banks is Now Easier Than Ever!

Changing Banks is Now Easier Than Ever! Changing Banks is Now Easier Than Ever! Welcome to Capstone Bank! We understand that changing banks is a big decision and can be a real challenge. That s why your experienced Capstone Bankers have designed

More information

Welcome! BUSINESS SET UP ELECTRONIC DEPOSITS

Welcome! BUSINESS SET UP ELECTRONIC DEPOSITS Welcome! Thank you for being part of our Consumers Family! In this packet you will find the forms you need to close accounts and move money to Consumers. We ve made setting up electronic deposits and automatic

More information

SWITCH KIT We re proud to have you as a Southeast National Bank customer and will do everything

SWITCH KIT We re proud to have you as a Southeast National Bank customer and will do everything SWITCH KIT We re proud to have you as a Southeast National Bank customer and will do everything we can to make the process as easy as possible and make you glad you switched! CHECKLIST Switching to Southeast

More information