Switch to Century Bank, we build relationships that last.
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1 Switch to Century Bank, we build relationships that last.
2 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 you to build the right accounts and services that offer the best solutions for you. We know it s not easy to change banks, that s why we developed this simple switch kit to help you stay organized and give you the tools to communicate your change to your vendors and clients. Welcome to the Century Bank family. 1. Open a Century Bank Account We have many convenient options to assist you when opening your account and switching from your previous financial institution: Contact any of our Personal Bankers Come in to any Century Bank location Visit us at Call our Contact Center at Create a checklist of your electronic transactions To ensure you notify all vendors who may pay or collect from you electronically. 3. Visit with one of our Treasury Management/Business Development Officers for Treasury Management Services. We have many Treasury Management tools designed to help you process your payroll, deposit checks from your desk, prevent fraud and manage your day to day information electronically. 4. Change online and recurring electronic credits and debits Use our notification forms to inform your vendors that you have changed banks. 5. Close your old account Once you confirm all the checks and payments have cleared your old account, complete the enclosed Request to Close form and send to your former bank. If you still have funds remaining in your old account, your former bank can send you a check or wire the money directly to your new Century Bank Account.
3 Open a Century Bank Account Take the first step towards opening your new Century Bank Account. Fill out this form and give it to one of our Personal Bankers, visit one of our local Century Bank locations, or call for further assistance. We ll take it from there. It s that simple! Money Market Certificate of Deposit Primary Account Holder Name Title: Mr. Mrs. Ms. Miss Dr. Mailing ( include City, State, and Zip Code) Physical (if different from mailing address) Telephone Numbers: Home Work Cell Employer Occupation Social Security Number Date of Birth Form of ID and Issued By ID# Issue Date Exp. Date (Please include Photo Copy) Second Form of ID (Example: last 4 digits of credit card w/ expiration date, membership card#, or copy of Social Security Card) Security Question: Your Personal Banker will ask you to answer a security question, to better protect you should you need to call into the Bank. Are you a U.S. Citizen? Yes No If no, what country is your home country? If no, is IRS form W-8 required? Yes No ITIN # (if applicable)
4 Additional Signers Joint Account Holder Name Title: Mr. Mrs. Ms. Miss Dr. Mailing ( include City, State, and Zip Code) Physical (if different from mailing address) Telephone Numbers: Home Work Cell Employer Occupation Social Security Number Date of Birth Form of ID and Issued By ID# Issue Date Exp. Date (Please include Photo Copy) Second Form of ID (Example: last 4 digits of credit card w/ expiration date, membership card#, or copy of Social Security Card) Security Question: Your Personal Banker will ask you to answer a security question, to better protect you should you need to call into the Bank. Are you a U.S. Citizen? Yes No If no, what country is your home country? If no, is IRS form W-8 required? Yes No ITIN # (if applicable)
5 Change Direct Deposits Once your Century Bank account is open, you are ready to change your Direct Deposit information. Use this form to notify your employer or any other entity that direct deposits to your account. Make as many copies as you need. Date Company making the Direct Deposit Account Number To whom it may concern, I have recently changed banks and would like to have my direct deposit changed to my new Century Bank account effective immediately. Here is my new Century Bank account information: Century Bank Account Number Century Bank Routing Code For your reference, here is my old account information: Former Bank Former Account Number Former Routing Code Thank you, Signature Name Phone Number Please note I have enclosed a voided check from my new Century Bank account.
6 Change Automatic Payments Once your Century Bank account is open, you are ready to change your Direct Deposit information. Use this form to notify your employer or any other entity that direct deposits to your account. Make as many copies as you need. Date Company making the Automatic Payment Withdrawal Account Number To whom it may concern, I have recently changed banks and would like to have my automatic payment changed to my new Century Bank account effective immediately. Here is my new Century Bank account information: Century Bank Account Number Century Bank Routing Code For your reference, here is my old account information: Former Bank Former Account Number Former Routing Code Thank you, Signature Name Phone Number Please note I have enclosed a voided check from my new Century Bank account.
7 Close your old account: It s that simple! Once you confirm that all your checks and payments have cleared your old account and your direct deposits have posted to your new Century Bank account, you can request to have your old account be closed. Use this form to notify your former bank. If funds remain in your old account, you can request your old bank to send you a check or wire the money directly to your new Century Bank account. It s that simple. Date Former Bank Name To whom it may concern, I have recently changed banks and would like to close my bank account effective immediately. Please mail me a check for the remaining funds in my account to the address below. Please wire transfer the funds remaining in my account to Century Bank (see below) Here is my new Century Bank account information: Checking Savings Century Bank Account Number Century Bank Routing Code For your reference, here is my old account information: Money Market Former Account Number Money Market Former Account Number Money Market Former Account Number Thank you, Name Phone Number Signature
Switch 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.
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