Make the switch to Bank of Tucson today.

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1 Make the switch to Bank of Tucson today. Bank of Tucson Main Office 4400 E. Broadway Tucson, AZ (520) Northwest Regional Office 6400 N. Oracle Rd. Tucson, AZ (520)

2 Interested in switching your accounts to Bank of Tucson, but not sure how to get started? That s why we ve developed this Switch Kit, a step-by-step checklist to help make your transition to a new Bank of Tucson account quick and easy Just follow the simple steps to get started. If we can be of any further assistance throughout the transition, please feel free to call our Main Office (520) or our Northwest Regional Office (520) Thank you for choosing Bank of Tucson We value and appreciate your business! Routing and Account Numbers The bank s routing number is the 9-digit number located in the bottom left corner of your check. 2. Your account number is the set of numbers appearing just after the routing number or to the right of the check sequence number. Although your Account Number may contain spaces and symbols, do not type them. 1) To open an account visit your closest Branch location E. Broadway Tucson, AZ N. Oracle Rd. Tucson, AZ Print Switch Kit, Complete the New Account Information Sheet and bring it in with you. 2) Sign up for Bank of Tucson online banking. Easily track your direct deposits, automatic withdrawals or payments and checks as they clear your Bank of Tucson account. To sign up for online banking, visit a branch or go to our Web site and click Sign Up under Online Banking Login. 3) Use the Auto Payment, Bill Pay, Direct Deposit Checklist to organize your banking needs. 4) Stop using your former account and begin using your new Bank of Tucson account as soon as possible. Be sure to leave funds in your former account until all of your checks have cleared and any automatic withdrawals have been successfully transferred to Bank of Tucson. 5) Change your Direct Deposits to Bank of Tucson. Use our attached Direct Deposit Authorization Change Form to change any direct deposits. Remember to attach a voided Bank of Tucson check to this form. 6) Change your Automatic Payments to Bank of Tucson. Use our attached Automatic Payment or Withdrawal Authorization Change Form to change any automatic payment or withdrawal. 7) Close your former account at the other institution. Use our attached Account Closing Form to close your account at the other banking institution. Once you close your account at the other institution, remember to shred or destroy any old checks for security purposes. YOUR FINANCIAL INSTITUTION ANYTOWN, USA FOR A A Dd B

3 Checking/Savings Products Regular Checking Interest Checking Personal Statement Savings Personal Money Market Make the switch to Bank of Tucson today. *Print and complete this form and bring it into Bank of Tucson to get started. *For your protection - this form cannot be saved or sent electronically. New Account Worksheet Type of Account: ( please select) Business Checking Premium Checking Business Statement Savings Business Money Market Short Term 30 Day 90 Day 180 Day Certificate of Deposits/IRA 1 Year 2 Year 3 Year Ownership of Account Individual Corporation Joint Tenants Limited Liability Co Trust Sole Proprietor Association/Non-Profit Name/Title of Account Address: Mailing Address: Home Phone: SSN/Tax ID Number:_ Signers: Name: Title: Social Security # Drivers License # Address: Issue Date: Exp. Date: City, State Zip: Home Phone: Work Phone: Mothers Maiden Name: Date of Birth: City of Birth: Employer: Occupation: Signers: Name: Title: Social Security # Drivers License # Address: Issue Date: Exp. Date: City, State Zip: Home Phone: Work Phone: Mothers Maiden Name: Date of Birth: City of Birth: Employer: Occupation: Signers: Name: Title: Social Security # Drivers License # Address: Issue Date: Exp. Date: City, State Zip: Home Phone: Work Phone: Mothers Maiden Name: Date of Birth: City of Birth: Employer: Occupation: Opening Deposit: $ Debit/ATM Cards: Yes No Visa Credit Card: Yes No Mobile Banking Yes No Business Courier Services: Yes No Overdraft Protection Yes No Remote Deposit Capture Check Order: Yes No Style: (Bus. Accts. Only) Yes No Deposit Tickets: Single Duplicate Triplicate Monthly Payment Processing Endorsement Stamp: Yes No (Bus. Accts. Only) Yes No

4 Use this form to gather all of your auto pay, online bill payment, and deposit information in one place for easy reference. Bill Pay Auto Debit Payee Phone # Mailing Address Account Number Household/Auto (check all that apply) Mortgage Payment Home Equity (2 nd Mortgage) HOA or other Association fees Rent Auto Loan Auto Insurance personal loan Cellular Phone (check all that apply) AT&T Mobility Sprint Nextel T-Mobile Verizon Wireless Utilities (check all that apply) Century Link City of Tucson - Water Direct TV Southwest Gas Tucson Electric Power Comcast Cox Communications Trash Service Monthly Expenses (check all that apply) Daycare Tuition/School Expense Health Club dues/membership IRA/Retirement Investments Credit Card(s) (check all that apply) American Express Bank of America Credit Card Chase Card Services Citi Cards Discover Card Services GE Capital HSBC Card Services Kohls Payment Center Make the switch to Bank of Tucson today. Helpful Phone Numbers, Addresses and Web sites Social Security Administration Railroad Retirement Board or

5 Direct Deposit Authorization Change Form Use this form to change your direct deposit to Bank of Tucson (payroll, dividends, royalties, etc.) Date: To: (Company/Employer Name) (Address of Employer Company) (City, State, Zip) Primary Account Holder: (Name) (Home Address) (City, State, Zip) Note: If there are multiple accounts involved please complete a form for each account. Contact your employer(s) concerning Direct Deposit changes Verify your HR department does not require the use of their forms. Secondary Account Holder: (Name) (Home Address) (City, State, Zip) Please accept this letter as authorization to change the bank account information for direct deposit in the name of:, payment type: (i.e. Payroll, Pension/Retirement, Investment Income, other-please specify). I am aware that some automatic deposits require advance notice of changes. Please include those notice periods when immediately, the new bank information is as follows: Bank of Tucson Account Number: ABA Bank Routing Number: Bank Address: (select one) 4400 E. Broadway Tucson, AZ or 6400 N. Oracle Rd. Tucson, AZ Checking Savings Money Market (select one) If available, attached is a voided check from my account. If you should have any questions regarding this change, please call me on my daytime phone number:. Thank you for your cooperation. Sincerely, (Customer Signature)

6 Automatic Payment or Withdrawal Authorization Change Form Use this form to change your Automatic Payments or Withdrawals to Bank of Tucson (e.g. payment, transfers to brokerage accounts or savings accounts). loan payment, insurance Date: To: (Company Name) (Address of Company) (City, State, Zip) Note: If there are multiple payments involved please complete a form for each. From: (Name) (Home Address) (City, State, Zip) Please accept this letter as authorization to change the bank account information for automatic payments or withdrawals in the name of:, customer account number:, payment type: (i.e. Mortgage, Auto, Utilities, etc.), approximate amount of transfer. I am aware that some automatic payments or withdrawals require advance notice of changes. Please include those notice periods immediately, the new bank information is as follows: Bank of Tucson Account Number: Checking Savings CD Money Market (select one) ABA Bank Routing Number: If you should have any questions regarding this transaction please call me on my daytime phone number:. Thank you for your cooperation. Sincerely, (Customer Signature) If available, attached is a voided check from my account.

7 Account Closing Use this form to Close Your Account at another bank institution and request a check for the remaining balance. Date: To: (Bank Name) (Bank Address) (City, State, Zip) Primary Account Holder: (Name) (Home Address) (City, State, Zip) Note: If there are multiple accounts involved please complete a form for each account. Verify all checks and payments have cleared prior to submitting this form to close your account. Secondary Account Holder: (Name) (Home Address) (City, State, Zip) Please accept this as my authorization and direction to close my account with your institution. Account Number: Checking Savings CD Money Market (select one) to: (select one) Bank of Tucson 4400 E. Broadway Tucson, AZ Bank of Tucson 6400 N. Oracle Rd. Tucson, AZ If you should have any questions regarding this transaction please call me at my daytime phone number:. Thank you for your cooperation. Sincerely, (Customer Signature)

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