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

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1 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 available to you. Once again, thank you for selecting Five Star Bank. We look forward to meeting all your financial needs.

2 MAKING THE SWITCH IS EASY! Follow these simple steps to make your switch to Five Star Bank quick and easy. STEP 1: Fill out our Switch Easy Customer Checklist to ensure we have all the needed information regarding any CDs, direct deposits, automatic payments or withdrawals that you may have established that you wish to transfer. STEP 3: Complete a Request For Transfer of Funds form. This form will be used to transfer any amount of funds from an outside institution to Five Star Bank. (Note: this does not close the account.) During your account opening process we will ensure that all vendors you listed will receive notification of payment transfer or payment cancellation to your new Five Star Bank account. STEP 2: Complete our New Customer Information form. This form will give us all of your personal information that we will need to open your new account. Then, when it is convenient for you, either stop by any of our Five Star Bank locations or schedule an appointment with a local representative to establish your account with proper identification and sign your new signature card. Due to the time that it may take to receive funds, Five Star Bank still wants you to have the convenience of a banking account to ensure any outstanding checks or automatic payments are made. After a set date, the account closing request form will be sent for the remaining balance of the account. STEP 4: Finalize the closing process by using our Account Closing Request form. This form will be used to finalize the closing process with the outside institution. Thank you for giving Five Star Bank the opportunity to serve you and your financial needs! We ve always been and will always be your community bank.

3 SWITCH EASY CUSTOMER CHECKLIST: Make sure all checks have cleared on the checking account. Make sure enough funds are available in the account to cover any automatic payments that have not yet been withdrawn. Current Balance: $ Remaining Balance: $ Double check maturity dates if transferring a Certificate of Deposit in order to avoid possible penalties. CD: Maturity CD: Maturity CD: Maturity Vendors who deposit money into my account: Payroll Social Security CD interest Other: Vendors who automatically take payments from my account: (List account numbers and date payment was last taken out.) Telephone: Cable: Electric: Gas: Insurance companies Internet service provider Loans Other Vendors I wish to continue using direct deposit or automatic withdrawals using my new account: Payroll Social Security CD interest Telephone Cable Electric Gas Insurance Companies Internet service providers Loan Other:

4 NEW CUSTOMER INFORMATION PRIMARY ACCOUNT HOLDER: Last Name First Name Middle Initial Current Physical Address: City State Zip Code Social Security Number: of Birth: / / MM DD YEAR Business Phone: JOINT ACCOUNT HOLDER: Last Name First Name Middle Initial Current Physical Address: City State Zip Code Social Security Number: of Birth: / / MM DD YEAR Business Phone:

5 REQUEST FOR TRANSFER OF FUNDS SECTION I: GENERAL INFORMATION SECTION III: RECIPIENT INFORMATION Name: Street Address: City, State, and Zip Code: Daytime Phone: Five Star Bank Address: Phone Number: SECTION II: ACCOUNT INFORMATION SECTION IV: METHOD OF TRANSFER Five Star Bank: Check ACH Wire Funds** Routing Account Information: Routing Number: **Fees may apply from closing institution. **Reference the Five Star Bank Consumer and Business Fee Schedule for the most current listing of fees. SECTION V: CLOSE REQUEST AND SIGNATURES I authorize and direct you, the present financial account holder, to send as a transfer the assets indicated in Section II to the attention of the recipient named in Section III to be deposited, and close the account on my behalf. Signature of Account Owner Signature of Financial Institution

6 DIRECT DEPOSIT CHANGE REQUEST TO: Name: Street Address: City, State, and Zip Code: Daytime Phone: DEPOSIT INSTRUCTIONS: Deposit entire amount to checking account number Deposit $ to saving account number and the remainder to checking account number DEAR Please discontinue sending my automatic direct deposit to account # I AUTHORIZE: yy Entity indicated in the TO: section of this form to initiate deposit of my funds to my Five Star Bank checking or saving account and/or yy Five Star Bank to credit entries to my account(s) with Bank yy This authorization to remain in effect until I send written notice of change or cancellation Please begin sending the same direct deposit to Five Star Bank. Five Star Bank s routing information is : Five Star Bank 55 N Main St Warsaw, NY Transit/ABA# Signature:

7 REQUEST FOR ACCOUNT CLOSING SECTION I: GENERAL INFORMATION SECTION III: RECIPIENT INFORMATION Name: Street Address: City, State, and Zip Code: Daytime Phone: Five Star Bank Address: Phone Number: SECTION II: ACCOUNT INFORMATION SECTION IV: METHOD OF TRANSFER Five Star Bank: Check ACH Wire Funds** Routing Account Information: Routing Number: **Fees may apply from closing institution. **Reference the Five Star Bank Consumer and Business Fee Schedule for the most current listing of fees. SECTION V: CLOSE REQUEST AND SIGNATURES I authorize and direct you, the present financial account holder, to send as a transfer the assets indicated in Section II to the attention of the recipient named in Section III to be deposited on my behalf. Signature of Account Owner Signature of Financial Institution