1. 1 Open your new bank account with Citizens State Bank
|
|
- Alan Alexander
- 8 years ago
- Views:
Transcription
1 1. 1 Open your new bank account with Citizens State Bank A. Organize personal information Use the Switch Kit Account Information Sheet to organize all of the info you need B. Open new checking account Come into one of our local branches to have a personal banker help you open your new account You can also open an account online today by visiting csbdirect.com 1. 2 Transfer Direct Deposits, Automated Debits (ACH) and Online Bill Pay A. Direct Deposits Transfer direct deposits from your employer, retirement plan or other sources of income such as Social Security to your new CSB account Social Security customers need to call the Social Security Administration at or go to If you have Direct Deposits through the military visit the mypay site Use our Direct Deposit Transfer Form to make these changes quick and easy B. Automated Debits (ACH) and Online Bill Pay Automated payments for insurance, utilities and other transactions you have authorized are easy to remember with our convenient Automatic Payments Checklist If you are using Online Bill Payment, don t forget to print a list of your current Payees (and your Payment History). Our online banking tools will handle all your one-time and recurring online banking needs. Use our Automatic Payment Transfer Form to set up any recurring payments PERSONAL AND BUSINESS/COMMERCIAL CHECKING When you select Citizens State Bank as your trusted financial institution, we work with you directly to make your banking convenient, personal and hassle-free. Ready to make the switch to CSB, but not sure how to get started? This quick and easy switch kit walks you through the process in just 4 steps. Simply follow the instructions below to be on your way to better banking! 1. 3 Download the mobile app and register for online banking A. Now that you have updated your direct deposits, download our CSBDirect mobile app for iphone and Android from the App store and Google Play B. Using CSBDirect you can check account balances, deposit checks and transfer money, all from your mobile device! 1. 4 Close your old account A. Confirm all outstanding checks on your old account. Use our Account Transaction Reconciliation Form to assist you in tracking your account transactions B. Verify all direct deposits have been redirected to your new account Routing and Account Numbers 1. 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 number appearing to the right of the routing number. C. After you are sure all outstanding checks/ transactions have been rectified, transfer any remaining balances to your new CSB account D. Use Account Closure Form to notify your previous bank that you are closing your account Thank you for choosing Citizens State bank, we appreciate your business! If you need more information, contact one of our personal bankers by calling or stop by your nearest CSB location for assistance.
2 Switch Kit Account Information Sheet Use this worksheet to collect information that you will need to establish your new banking relationship with CSB. Note: When you visit one of our branches, please bring a Driver s license or government issued photo ID. YOUR INFORMATION First Middle Last Address Apt # City State Zip Code Social Security Number Date of Birth Mother s Maiden Home Phone Work Phone Employer Address JOINT OWNER S INFORMATION First Middle Last Address Apt # City State Zip Code Social Security Number Date of Birth Mother s Maiden Home Phone Work Phone Employer Address NEW ACCOUNT INFORMATION New Bank Central Routing/Transit Number Checking Account # Savings Account # Money Market Account # Other Debit Card Number Exp. Credit Card Number Exp.
3 Automatic Payment Checklist Use this worksheet to gather all of your auto pay and deposit information in one place for easy reference. PAYMENT COMPANY ACCOUNT # AMOUNT DATE OF PAYMENT Mortgage/Rent Auto Loans Insurance Credit Cards Gas/Oil Electric Cable/TV Telephone Cell Phone Water Trash Removal Internet Provider Health Club Investments IRA/Retirement Charities Daycare Tuition/School Expense Other DIRECT DEPOSIT CHECKLIST PAYMENT COMPANY ACCOUNT # AMOUNT DATE OF PAYMENT Employee Payroll Pension(s) Social Security Credit Cards Investment Incomes Other HELPFUL PHONE NUMBERS AND WEBSITES Social Security Administration Railroad Retirement Board Office of Personnel Management Deparment of Veteran Affairs or
4 Automatic Payment Transfer Form Use this form to change your Automatic Payments or Withdrawals to CSB (e.g. loan payment, insurance payment, tranfers to brokerage accounts or savings accounts). Date: To: Company Address of Company Note: If there are multiple payments involved please complete a form for each. From: 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 when determining the new effective date. Effective immediately, the new bank information is as follow: Citizens Sate Bank Account Number: Checking Savings CD Money Market select one ABA Bank Routing Number: XXXXXXXXX If you should have any questions regarding this transaction, please call me on my phone:. Please send me written confirmation when the change will be effective. Thank you for your cooperation. Sincerely, Customer Signature If available, attached is a voided check from my account.
5 Direct Deposit Transfer Form Use this form to change your direct deposit to Citizens State Bank (payroll, dividends, royalties, etc.) Date: To: Primary Account Holder: Secondary Account Holder: Company Address of Company Note: If there are multiple payments involved please complete a form for each. Contact your employer(s) concerning Direct Deposit changes Verify your HR department does not require the use of their forms. 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 determining the new effective date. Effective immediately, the new bank information is as follow: Citizens Sate Bank Account Number: Bank Address: Checking Savings CD Money Market select one ABA Bank Routing Number: XXXXXXXXX If you should have any questions regarding this transaction, please call me on my phone:. Please send me written confirmation when the change will be effective. Thank you for your cooperation. Sincerely, Customer Signature
6 Reconciliation Worksheet Before you close your old account, you need to make certain that all checks have paid, and that all of your automatic direct deposit and payments are being received on your new Citizens State Bank account. You can reconcile your old account below to verify that all entries you have expected have cleared. CHECKS OUTSTANDING CHECK # AMOUNT TOTAL Reconciled as of, 20 ENTER Statement Balance ADD Deposits made after Statements Date $ TOTAL $ SUBTRACT - $ Total of Checks Outstanding BANK BALANCE $ Should agree with your checkbook balance after deducting charges and adding credits listed on statement but not shown in checkbook.
7 Account Closing Form Use this form to close your account at another bank institution and request a check for the remaining balance. Date: To: Primary Account Holder: Secondary Account Holder: Bank Bank Address Note: If there are multiple payments involved please complete a form for each. Verify all checks and payments have cleared prior to submitting this form to close your account. Please accept this as my authorization and direction to close my account with your institution. Citizens Sate Bank Account Number: Checking Savings CD Money Market select one Please send the check in the amount of my account balance, plus any accrued interest to my attention at the address on file. If you should have any questions regarding this transaction, please call me on my phone:. Please send me written confirmation when the change will be effective. Thank you for your cooperation. Sincerely, Customer Signature
Easy Switch Kit. Personal and Business Banking Loans and Mortgages Wealth Management Services
Personal and Business Banking Loans and Mortgages Wealth Management Services Easy Switch Kit Switch your bank accounts to Bridgeview Bank Group the Easy way Are you looking for a step-by-step process to
More informationMaking the switch to Village Bank as easy as possible.
Interested in switching your accounts to Village Bank, but not sure how to get started? That s why we ve developed the Village Bank Switcheroo, a step-by-step checklist to help make your transition to
More informationSwitchKIT. Making the switch to Ohnward Bank & Trust as easy as possible. Routing and Account Numbers... MEMBER FDIC WWW.OHNWARDBANK.
Interested in switching your accounts to Ohnward Bank & Trust, but not sure how to get started? That s why we ve developed the Ohnward Bank & Trust Switch Kit, a step-by-step checklist to help make your
More informationSwitching has never been easier!
Switching has never been easier! At Morris Bank, we believe in a commonsense approach to banking and practical financial solutions. Let us provide the tools to complete the switch and we ll show you how
More informationMake the switch to Colonial American Bank today.
Colonial American Bank 1405 Route 35 North (Middletown Shopping Plaza) Middletown, NJ 07748 490-B Shrewsbury Plaza Shrewsbury, NJ 07702 Toll free phone #: 866-541-2121 Routing Number (ABA): 031918996 Interested
More informationSwitch Kit. Metuchen Savings Bank! Ready for a better banking experience? Make the change to
Switch Kit Ready for a better banking experience? Make the change to Metuchen Savings Bank! Switching to your trusted neighborhood bank is hassle-free! We want to help make your transition to Metuchen
More informationMIGRATION KIT. Join the migration to the fastest growing local bank. We ve put everything you need in one convenient kit. The way banking should be.
MIGRATION KIT Join the migration to the fastest growing local bank. We ve put everything you need in one convenient kit. The way banking should be. Interested in switching your accounts to Lakeside Bank,
More informationSwitchKIT. Making the switch to Maquoketa State Bank as easy as possible. Routing and Account Numbers... MEMBER FDIC WWW.MAQUOKETASB.
Interested in switching your accounts to Maquoketa State Bank, but not sure how to get started? That s why we ve developed the Maquoketa State Bank Switch Kit, a step-by-step checklist to help make your
More informationMake the switch to Bank of Tucson today.
Make the switch to Bank of Tucson today. Bank of Tucson Main Office 4400 E. Broadway Tucson, AZ 85711 (520) 321-4500 Northwest Regional Office 6400 N. Oracle Rd. Tucson, AZ 85704 (520) 219-5000 Interested
More informationWELCOME TO THE FAMILY!
WELCOME TO THE FAMILY! Thank you for choosing Fulton Bank. Enclosed you will find everything you need to switch your deposit accounts from your current financial institution to Fulton Bank. Switch your
More informationSwitching 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 informationSwitching 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 informationThink it s not worth the hassle to switch your checking account? With Fairport Savings Bank, it takes just minutes to switch!
Think it s not worth the hassle to switch your checking account? With Fairport Savings Bank, it takes just minutes to switch! Open a new Fairport Savings Bank Checking account Our branch representatives
More informationSwitch Kit. If you are looking for Quality Service and Personal Attention come to Oritani Bank!
Switch Kit If you are looking for Quality Service and Personal Attention come to Oritani Bank! We make switching to the bank in your own backyard easy! No one likes to go through the hassle of changing
More informationSwitch to Brady National Bank today using this Switch Kit
SWITCH KIT Switch to Brady National Bank today using this Switch Kit Joining us is easy. Brady National Bank's priority is gaining and maintaining your trust. Our staff is eager to help you make the transition
More informationSwitchKit. The Equitable Bank 2290 North Mayfair Road, Wauwatosa, WI 53226 414.476.6434. Banking local just got a little easier.
SwitchKit Banking local just got a little easier. The Equitable Bank 2290 North Mayfair Road, Wauwatosa, WI 53226 414.476.6434 SwitchKit Interested in switching your accounts to The Equitable Bank, but
More informationSIMPLE SWITCH KIT. 3. Stop using your former account and begin using your new account from Frontier State Bank as soon as possible.
6 Simple Steps! 1. Open your new account at Frontier State Bank. 2. Sign up for Online Banking. 3. Stop using your former account and begin using your new account from Frontier State Bank as soon as possible.
More informationThank you for opening your account with First National Bank where we put You. First. Always!
Thank you for opening your account with First National Bank where we put You. First. Always! Now that we have your account opened, there may be some changes you will need to make for direct deposits, automatic
More informationSwitchKIT. Making the switch to Gateway State Bank as easy as possible. Routing and Account Numbers... MEMBER FDIC WWW.GATEWAYSB.
SwitchKIT Interested in switching your accounts to Gateway State Bank, but not sure how to get started? That s why we ve developed the Gateway State Bank Switch Kit, a step-by-step checklist to help make
More informationSwitchKIT. Making the switch to First Central State Bank as easy as possible. Routing and Account Numbers...
SwitchKIT Interested in switching your accounts to First Central State Bank, but not sure how to get started? That s why we ve developed the First Central State Bank Switch Kit, a step-by-step checklist
More information3: Sign up for our free, easy-to-use, time-saving Online Banking service.
Thank you for choosing First Community Bank. Enclosed you will find everything you need to switch your checking account from your current financial institution to First Community. After completing the
More informationSWITCH 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 informationPersonal Banking Switch Kit
Personal Banking Switch Kit A change for the better Welcome to Bremer Bank At Bremer Bank, we provide you with the tools to help you meet your financial goals. That starts with this Personal Banking Switch
More informationSouthern Switch Kit Guide
Southern Switch Kit Guide Switching your banking to is easy when you use our Organizer Worksheet and Guide! Getting Started: 1. Open a checking account at. Stop by our office and open your new account.
More informationPersonal 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 informationSwitch 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 informationBANK 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 informationKIT. Switch. Making the switch to North Shore Bank as easy as possible. Checking Account. Member FDIC Member SIF
Switch KIT Making the switch to North Shore Bank as easy as possible. Making the switch to North Shore Bank as easy as possible. Are you interested in switching your accounts to North Shore Bank, but not
More informationBusiness Banking Switch Kit
Business Banking Switch Kit A change for the better Welcome to Bremer Bank At Bremer Bank, we provide you and your business with the financial instruments that help drive your growth and success. That
More informationAutomatic Payment Checklist
Automatic Payment Checklist Payment Company Account Number Amount of Payment Auto Loans Cable/TV Cell Charities Childcare Credit Cards Electric Garbage Gas/Oil Health Club IRA/Retirement Insurance Internet
More informationGet connected with everything Checking has to offer. And get back to living. INSIDE. We make it easy. Get connected in 6 simple steps.
Get connected with everything Checking has to offer. And get back to living. INSIDE We make it easy. Get connected in 6 simple steps. Welcome Thank you for choosing Northwest. Let us walk you through the
More informationThank 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 informationGet connected with everything Checking has to offer. And get back to living.
Get connected with everything Checking has to offer. And get back to living. INSIDE Member FDIC We make it easy. Get connected in 6 simple steps. Welcome Thank you for choosing Northwest. Let us walk you
More information1. OPEN YOUR NEW CHECKING ACCOUNT AT DEDHAM SAVINGS
Switch Organizer We make it EASY 1,2,3 simple steps. This switch organizer has everything you need to switch your checking accounts to Dedham Savings! 1. OPEN YOUR NEW CHECKING ACCOUNT AT DEDHAM SAVINGS
More informationStep 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 informationTri-County Bank SWITCH KIT - INSTRUCTIONS
SWITCH KIT - INSTRUCTIONS Thank you! We would love to be your bank! Switching over to is made simple by completing the following forms. Simply complete, print and bring into any one of our locations. A
More informationKeep It SIMPLE Switch Kit
Keep It SIMPLE Switch Kit Upgrading has never been easier! Set up your Business Bank of Texas checking account. Once your account is open, you can start taking advantage of our many products, such as:
More informationSwitch KIT. Move your money
Move your money Follow these 5 easy steps and make your switch to Community Bank simple and painless! Our personal bankers will help you through this process. 1. Open Your New Bank Account Community Bank
More informationThe Bank of Choice for Small Business
The Bank of Choice for Small Business Business Banking Switch Kit Welcome to Brentwood Bank At Brentwood Bank, we provide you and your business with the financial tools and services that help drive your
More informationStop using your old account(s) and fill out the AUTOMATIC TRANSACTION INVENTORY CHECKLIST to help you prepare for step 2.
It s easy to switch your account(s) to Timberline Bank. The following SWITCHKIT checklist and forms will help us make the transition as seamless as possible for you. #1 PREPARE Complete the NEW ACCOUNT
More informationSwitch Your Accounts to Renasant Bank. It s Hassle Free With Our Quick Switch Kit!
Switch Your Accounts to Renasant Bank. It s Hassle Free With Our Quick Switch Kit! Are you frustrated with your current bank? Are you tired of high fees and poor service? How many times have you wanted
More informationSWITCH KIT. We ve even provided an easy to follow checklist to keep track of your switch to Beyond Free Checking! 4 Simple Steps
SWITCH KIT Thank you for choosing Eastman Credit Union s Beyond Free Checking. We ll help you make your switch simple and convenient. ECU s Switch Kit provides you one, easy to complete form to use for
More informationNeed 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 informationSwitching to Citizens Bank is fast and convenient following a few simple steps in our switch kit.
Switch Kit Switching to Citizens Bank is fast and convenient following a few simple steps in our switch kit. Open your new Citizens Bank Checking account today Come in to your local branch to open your
More informationSwitch to MAKE THE. We make the switch easy!
MAKE THE Switch to We make the switch easy! 3 Switch Kit Checklist 3 Direct Deposit Information Sheet 3 Authorization to Change Automatic Payments 3 Automatic Payment & Deposit Checklist 3 Account Closure
More informationTallulah, 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 informationMember FDIC. Switch Kit. Welcome!
Member FDIC Switch Kit Welcome! To make a seamless transition - just follow the simple steps provided below. If you have any questions, during this process, please feel free to contact US. We are here
More informationw 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 informationPinnacle 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 informationCampbell 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 informationSwitch 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 informationto serve you. i n t ro d u c i n g o u r premier express banking services o f f e r e d e xc l u s i v e ly t h ro u g h w e l l e s l e y b a n k
We re here to serve you. i n t ro d u c i n g o u r premier express banking services o f f e r e d e xc l u s i v e ly t h ro u g h w e l l e s l e y b a n k Come into one of our friendly offices; enjoy
More informationWhy RU RU still paying to to bank?
SWITCH SWITCH KIT KIT Why RU RU still paying to to bank? Since 1954, RFCU has offered free checking. NO monthly service charge NO minimum balance required NO per check fee FREE debit cards FREE online
More informationMake the Switch. Make the switch to Two Rivers Bank & Trust. You ll be glad you did! We ve included everything you ll need for a seamless switch...
Make the Switch Make the switch to Two Rivers Bank & Trust. You ll be glad you did! We ve included everything you ll need for a seamless switch... Switch Kit Checklist Direct Deposit Transfer Letter Automatic
More informationA 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 informationWe welcome you to the HNB Family!
Interested in switching your accounts to Hondo National Bank but not sure where to start? Use our helpful switch kit with simple instructions to help you seamlessly transition to a new HNB account. Just
More informationThank you for your business and choosing Bank of Akron.
Welcome to Bank of Akron, your hometown bank. At Bank of Akron, we appreciate that your time is valuable. That is why we have created a convenient way for you to switch your banking relationship to Bank
More informationWelcome 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 informationNew Account Information Form
New Account Information Form Complete the information below. Please note: when you visit Bank of Lexington, bring your Driver s license or government issued photo identification and a second form of ID,
More informationMake the Switch to Patterson State Bank!
Make the Switch to Patterson State Bank Switching from your current bank to Patterson State Bank has never been so easy Our Switch Specialists are ready to assist you every step of the way Seven Simple
More informationMAKE 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 informationChecking 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 informationHow To Switch Your Bank To Highlands State Bank
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 informationMake 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 informationSwitch 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 informationIn this kit you will find
The First Columbia Bank & Trust Co. Switch Kit Switching banks can be a hassle, so First Columbia Bank & Trust Co. has created this Switch Kit to help you move your banking relationship to First Columbia.
More informationSwitch to Hoosier Heartland State Bank today using this Switch Kit
SWITCH KIT Switch to Hoosier Heartland State Bank today using this Switch Kit Joining us is easy. Hoosier Heartland State Bank's priority is gaining and maintaining your trust. Our staff is eager to help
More informationPersonal 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 informationwww.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 informationSwitch Kit. Account. STEP 1. Open your new Apple Bank account. STEP 2. Stop using your old checking account.
Switching your account to Apple Bank is fast and easy. Use the convenient forms in this package to get started. To begin, follow the three easy steps below. STEP 1. Open your new Apple Bank account. Please
More informationSwitch Kit. Easy-to-Use Forms: 800-724-9282 reliantcu.com Brockport Canandaigua Geneva Henrietta Irondequoit Macedon Newark Sodus Webster
Switch Kit Changing Your Account to Reliant Community Credit Union Has Never Been Easier! We are committed to making your switch to Reliant Community Credit Union simple and easy. Our Switch Kit takes
More informationStep 3: Change your Direct Deposits to Labette Bank. This can be done by using the enclosed letter template.
Thank you for choosing Labette Bank! Enclosed you will find the tools you need to make the switch from your current financial institution to Labette Bank. After completing the following steps your switch
More informationwww.stillmanbank.com
msswitch Kit2.qxp 11/29/2005 3:07 PM Page 1 Stillman Switch Kit BYRON 608 W. Blackhawk Dr. (815) 234-5626 OREGON 1445 IL Route 2 N. (815) 732-7956 ROCHELLE 455 W. HWY 38 (815) 562-7071 ROCKFORD 8492 E.
More informationSwitch 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 informationPERSONAL CHECKING QUICK SWITCH BOOKLET PEAPACK-GLADSTONE BANK
PERSONAL CHECKING PERSONAL CHECKING QUICK SWITCH BOOKLET PEAPACK-GLADSTONE BANK WELCOME TO PEAPACK-GLADSTONE BANK S QUICK SWITCH KIT To help you with opening your account at Peapack-Gladstone Bank, please
More information1. 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 informationFour easy, pain-free steps to moving your checking account.
Four easy, pain-free steps to moving your checking account. 1. 2. 3. 4. OPEN YOUR NEW ACCOUNTS First, open a new account with Bank of American Fork. We ll explain your choices of bank cards, checks, image
More informationBusiness Switch Kit. Anytime we can be of assistance, please call. We re here to work for you.
Business Switch Kit Thank you for choosing RiverBank! Enclosed you will find a complete and easy to use guide for switching your bank accounts from your current financial institution to RiverBank. And
More informationSwitch 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 informationIslanders 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 informationSwitch 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 information1. 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 informationMake the right move.. and let A.J. Smith Federal Savings Bank... Make it Easy for You!
Make the right move.. and let A.J. Smith Federal Savings Bank... Make it Easy for You! Make the right move Switch your checking account to A. J. Smith Federal Savings Bank! We know that switching your
More informationMake 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 informationSWITCH 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 informationAccount number: 12345678
Form 1: Account switch checklist Get Organized Gather all pertinent information about your existing account(s) such as account number(s), bank routing number and recent statements. How to identify your
More informationChanging 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 informationReliance Bank Switch Kit
Reliance Bank Switch Kit Welcome to Reliance Bank! Switching to Reliance Bank is easier than ever. Our switch kit contains everything you need to make this transition quickly and easily. Together, we can
More informationWe make switching easy, because that s the kind of thing friends do. Use the following information to complete the included forms.
Here s how to make the switch: Step 1: Open your new Sentry Bank account Fill out the account application form on page 1 Step 2: Stop using your old account Make sure your account is balanced and has sufficient
More informationAfter 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 informationA STEP BY STEP KIT TO SWITCH TO STOCK YARDS BANK.
A STEP BY STEP KIT TO SWITCH TO STOCK YARDS BANK. Getting Started... OPEN A STOCK YARDS BANK ACCOUNT GET ORGANIZED BALANCE YOUR ACCOUNT Switching banks isn t difficult - if you have the right tools. We
More informationNew 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 informationFollow 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 informationTo make switching to a SAFE checking account easier and more convenient, follow the four steps below. 1. Choose your free benefits:
To make switching to a SAFE checking account easier and more convenient, follow the four steps below. 1. Choose your free benefits: Sign up for SAFE Online Banking and Mobile Banking, which make it easy
More informationSWITCH 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 informationMoving Your Money is Easier
Moving Your Money is Easier Generations Bank has been meeting the financial needs of the communities that we serve since 1934. A locally owned and managed bank with a long history of serving the agricultural
More informationSwitch to a true community bank CORNERSTONE COMMUNITY BANK. EZswitch, IT S AS EASY AS... 1, 2, 3!
Switch to a true community bank CORNERSTONE COMMUNITY BANK EZswitch, IT S AS EASY AS... 1, 2, 3! Here s how: 1. Complete the New Account Application and other applicable information sheets. (Don t want
More informationOU 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 informationWelcome 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 informationFollow 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