Lakeside Bank. Where switching is easy.

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1 If you re tired of your bank, where else can you go? Lakeside Bank. Where switching is easy. We ll make you feel right at home. With employees who average 15 years of service, personal attention is second nature to us. Whatever fears you may have about opening a new account at a different bank they re gone. No worries. We ll walk you through all of the great products you can enjoy as part of your Switch Me To Lakeside Bank Kit: free Checking, free Master Money Debit ATM card, free access to more than 43,000 Allpoint and StarSF ATMs worldwide, and free Online Banking with Bill Pay. All are a breeze to set up and, more importantly, will save you money, time, and make banking a lot easier. To get Switch Me To Lakeside Bank started, we ve provided some fill-out forms for you to have ready when you stop by one of our branches. It s that easy. And once you ve opened your checking or savings account, you ll receive a complimentary gift. Our thanks for becoming a Lakeside Bank customer. Where else would you rather be? SWITCH ME TO LAKESIDE BANK

2 We ve covered all the bases for you no matter what you need. Please tell me more about the following products: Business Banking Business Checking Small Business Checking Not for Profit Interest Checking Commercial Checking Services Business Savings & Money Market Business Savings Business Money Market Business Certificates CDARS Program Commercial Lending Short Term Working Capital Long Term Fixed Loans Real Estate Loans Commercial Services Cash Management Master Money Business Debit Card Commercial Online Services Online Bill Payment Online Cash Management Trader Options Clearing Services Membership Financing Products & Services Harbor Master Remote Deposit Tax Deferred Exchange Personal Banking Personal Checking FREE Checking Direct Deposit Checking Lakeside Checking Lakeside Interest Checking Personal Savings Lakeside Savings Lakeside Money Market Account Certificate of Deposit Jumbo Certificates Individual Retirement CDARS Program Lakeside Bank Convenience Master Money Debit/ATM Card Online Banking & Free Bill Pay Direct Deposit Telephone Banking Club Accounts Young Savers Club The 55 Club The 65 Club Consumer Loans Auto Loans Personal Loans Overdraft Protection Mortgages Mortgage Services Pre-Approval Program Rate Locks Rate Cap Home Mortgages Fixed Rate Mortgages Adjustable Rate Mortgages Jumbo Mortgages Balloon Mortgages Programs Home Equity Loans Home Equity Line of Credit Home Equity Loan For more information on these products, please visit LakesideBank.com or consult with your Lakeside banker. All our account options enjoy the same level of personal service at any Lakeside branch location, complete with convenient hours and our Lakeside Bankers ready to point you in the direction you want to go.

3 1 Account Balance Worksheet Start by balancing your existing account. Use the worksheet below to balance your checkbook register beginning with the current checking account balance shown in your most recent bank statement. Be as accurate as possible when completing this form. After you have completed this worksheet and set up your new accounts, you no longer need to use your old account! Note: All pending transactions must be cleared before the account is closed. 1. Your Current Balance on your current checking statement. $ 2. List any deposits that do not appear on your statement. Amount Current Statement Balance + $ 3. Subtotal by adding Steps 1 & 2. = $ 4. List any outstanding checks, transfers or withdrawals that do not appear on your statement. (Include any debit card purchases, ATM withdrawals, automatic debits and any other fees.) Amount Total Step 2 Total Steps 1 & 2 $ Total Step 4 5. Subtract Step 4 from Step 3. This amount should match your checkbook register balance. = $ Current Account Balance

4 2 Switch Switch Payment Checklist your direct deposits and automatic payments. You need to make sure that all automatic transactions are redirected to your new account. With the following checklist and the most recent statement from your previous account, your LSB Banker can quickly identify all merchants who currently have access to your account. Automatic Deposits Government deposits (e.g., social security) Brokerage deposits (e.g., dividends, interest) Transfers from other bank accounts (e.g., savings to checking) Child support or other court-issued deposits Utilities Automatic Payments Gas Electric Water Telephone service Cable or satellite television Payments Loans (e.g., car, equity, credit card) Mortgages Child support or court-issued payments Internet service Brokerage automatic investments Account transfers to other accounts Insurance (e.g., auto, home, other) Memberships (e.g., gyms, clubs, other)

5 3 Switch Account Switch Form For Automatic Payments & Direct Deposits your direct deposits and automatic payments. Complete a copy of this form to redirect each of your automatic payments and direct deposits. Mail each form, along with a voided check from your new account, to the appropriate business or merchant authorized to have access to your account. If you currently receive a federal benefit via direct deposit, please contact a personal banker to ensure a quick and accurate switch of these funds to your new account. TO: Merchant Name Merchant Address FROM: Customer Name Customer Address Merchant Please redirect my: Direct Deposit Automatic Payment Checking Savings Effective: Immediately Beginning / / My new account information is listed below: Signature Day Phone STAPLE OR CLIP A VOIDED CHECK FROM YOUR NEW ACCOUNT HERE

6 4 Dear Close Existing Account Form Sir or Madam, Please close my account described below effective / / as indicated. $ Name(s) on Account Balance Merchant Name(s) on Account Type of Account Prepare a cashier s check for the balance of my account, payable to: Account Holder Name And mail the check to the following address: Customer Name Customer Address - OR - Lakeside Bank Attn: Personal Banker Branch Address If you have any questions, please contact me at: Daytime Phone Number Thank you for your attention in this matter. Customer Signature Joint Account Holder Signature

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