time to change banks? Let us do it for you.

Transcription

1 time to change banks? Let us do it for you. From the moment you walk through our door, you ll know you came to the right bank. At Profile Bank, we will open your new account, close your old account, sign you up for convenient Online Banking and FREE Bill Pay and order your new Profile Bank Visa Debit Card with UChoose Rewards...all while you have your coffee.

2 Three Simple Steps for Switching We are committed to making your switch to Profile Bank uick and simple. Just follow the steps below, print the forms you need, and you re ready to realize all the benefits of banking with Profile Bank. 1 2 Complete the Personal Profile Form Fill out the Authorization to Close Form and the Direct Deposit Change Authorization. If you have any automatic withdrawals from your existing account, you should also fill out the Automatic Payment Change Form for each automatic withdrawal, for example, gym memberships, insurance payments, etc.. Please verify that all outstanding checks have cleared your account before we close it. 3 Stop by one of Profile Bank s four convenient branches in Rochester, Sanbornville, Alton or Somersworth and one of our Client Service Specialists will help you! Please remember to bring a valid photo ID with you to the bank. Welcome to the Profile Bank Family! At Profile Bank, our goal is to provide the necessary tools to make switching your account as uick and easy as possible. Simply complete the applicable forms and bring them to the bank. One of our Client Service Specialists will review our products and services with you to be sure you find an account that will meet your financial needs. To learn more, please contact us at your local branch. Rochester - Main Office 45 Wakefield Street PO Box 1808 Rochester, NH (603) Sanbornville Office 65 Meadow Street Sanbornville, NH (603) Alton Office 145 Main Street PO Box 717 Alton, NH (603) Somersworth Office 154 Rte. 108 Somersworth, NH (603)

3 Complete the Personal Profile Form PERSONAL PROFILE FORM Please complete this form and bring it with you when you come to the bank and meet with a Client Service Specialist. Legal Name: Date of Birth: / / Social Security # - - Legal Street Address: Mailing Address: Home Phone: Work Phone: Mother s Maiden Name: Employer: Attention: The Profile Bank switch forms should be printed and brought to a Profile Bank branch upon opening a new account. Regular is unencrypted and can be intercepted by unauthorized people. For these reasons, please refrain from ing these forms to bank representatives. To learn more, please contact us at (603) ext. 291.

4 Complete the Authorization to Close Form Authorization to Close Form To close your checking account(s) at your current bank, please complete this form for each checking account, making copies of this form as necessary. Account to Close Financial Institution Name Name on Account 2nd Name (if joint) Account # Address Please close the following accounts (check all that apply): Checking Account # Savings Account # Other Account # Please send a check payable to me/us for the remaining balance in the above described account to the address on file. Signature Date

5 Complete the Direct Deposit Change Authorization Direct Deposit Change Authorization Complete this form and submit it to any company or organization that is automatically depositing funds into your existing checking account. Information Name 2nd Name (if joint) Address Phone Work Phone Please discontinue sending my automatic deposit to: Name of Financial Institution Check one of the below: Deposit entire amount to the checking account listed below. Deposit $ to the checking account listed below. Please begin sending this deposit to: Profile Bank 45 Wakefield Street PO Box 1808 Rochester, NH (603) Routing Number: Checking Account # I authorize that the above listed entity initiate the deposit of my funds to my Profile Bank checking account and that this authorization is to remain in effect until I send written notice of change or cancellation. Signature Date

6 Complete the Automatic Payment Change Authorization Automatic Payment Change Authorization Complete this form and submit it to any company or organization that is automatically withdrawing payments from your existing checking account (insurance, gym membership, mortgage, etc.). This could take up to two weeks to process. Information Name Address Payment Description I currently have my payment automatically withdrawn from: Name of Financial Institution Withdraw these funds from my (check one): Checking Savings Please transfer this scheduled transaction to: Profile Bank 45 Wakefield Street PO Box 1808 Rochester, NH (603) Routing Number: Account Number: I authorize you to redirect future automated payment withdrawals to Profile Bank. Signature Date Please note: Some automatic withdrawals may be set up using a debit card number. Please remember to contact those companies or organizations with your new debit card number.