Switch to Northpointe Bank

Transcription

1 Switch to Northpointe Bank Switching your accounts to Northpointe Bank is simple. Need help? Stop in, give us a call or send a quick . Questions? Open your Northpointe Bank account(s) 1. Visit or call Northpointe Bank or open accounts online at 2. Add the following services to your Northpointe Bank account: Debit Card Online Banking Mobile Banking Bill Pay Order Checks estatements 3. Ask your employers HR department for a form to have your paycheck deposited directly into your Northpointe Bank account. Use Northpointe Bank s routing number of Switch your automatic withdrawals to be deducted from your Northpointe Bank account. Give your billers your Northpointe account number and routing number of Ask about the advantages of combining a Northpointe Bank mortgage loan with a Northpointe Bank high interest checking account. Close your old account 1. Stop using your old account but leave enough money in it to cover outstanding checks or withdrawals 2. When all outstanding checks have cleared and automatic withdrawals have been switched to Northpointe Bank, close your old account. Check with your prior financial institution to see if they require any specific forms to close your account. If you need any form notarized, you can do that at the Northpointe Bank banking center.

2 Direct Deposit Payroll Change Request Employer Name & Organization Employee RE: Change in Direct Deposit Routing Please send my automatic direct deposit to account: Please remit the funds via ACH to Northpointe Bank using the Routing and Account numbers noted above. I hereby authorize the organization above to initiate deposit of my funds to my Northpointe Bank account. This authorization will remain effective until I submit written notice of change or cancellation to the originating organization Signature Date

3 Account Closure Request Financial Institution Name Account Holder RE: Notification to Close Financial Institution Account I hereby authorize the closure of my account: Name on the Account Closing I certify that all checks have cleared the account to be closed as well as all direct deposits and automatic payments have been stopped. By signing this form, I authorize you to release the remaining funds in my existing account in the form of a cashier s check made out to the account holder listed above Deposit Drive NE, Primary Signature Date Joint Signature Date Joint Signature Date

4 Automatic Payment Change Notification Biller Company Name Account Holder RE: Notification to Change Automatic Payment for Please note the change in my automatic payment for account to my new account. I hereby authorize the organization above to change my automatic payment effective. This authorization will remain effective until I produce written notice of change or cancellation. Signature Date

5 Direct Deposits / Automatic Payments Direct Deposits Company Phone Account # Switched Employer Employer Retirement/Pension Social Security Admin Automatic Payments Company Phone Account # Switched Auto Insurance Brokerage Account Cable/Satellite Mobile Phone Credit Card Electric Gas Gym Membership Home Phone Life Insurance Loan Mortgage Trash Water/Sewer