Personal Account Switch Kit

Personal Account Switch Kit

Personal Account Switch Kit Switching banks is simple with our Account Switch Kit. The following forms are everything you need to get your new account with Vista Bank up and running. Please know that you will need to bring the completed forms into any one of our convenient locations to complete the process. If at any time, you have any questions, please don t hesitate to contact us. We re looking forward to getting to know you and meeting your financial needs. 1.) Open An Account With Vista Bank Complete the New Account Form (Page 1) and bring it with you when you visit one of our convenient locations. Please make sure you bring 2 current forms of ID with you. 2.) Enroll in Online Banking Once your account is open, you can enroll in online banking. To enroll, complete the Personal Online Banking Enrollment Form (Page 2) and give it to the Customer Service Representative that is assisting you. Online Banking is free, and allows you to view transactions, pay bills, transfer funds, and set up alerts to monitor your account card activity. 3.) Download Mobile Banking App Once your account is open, make sure you find the Vista Bank Mobile Smart App in the App Store and in the Google Play Store. Once downloaded, open the app and select New User and the app will walk you through the necessary steps to enroll. Our mobile app is user-friendly and allows you to view transactions, pay bills, transfer funds, deposit checks, and receive security alerts all at the touch of your hand. 4.) Set Up Automatic Bill Pay and/or Direct Deposit If you would like to set up an automatic bill pay or a direct deposit, make sure you complete the appropriate forms (Page 3 and Page 4) and give them to the Customer Service Representative at Vista Bank that is assisting you. 5.) Close Prior Account After switching over your transactions to your new Vista Bank account, balance your old account and make sure you don t have any pending debits or credits. Once you ve done that, complete the Close Prior Account Form (Page 5) for each account you would like to close and mail or hand deliver it to your prior bank.

New Account Form Individual Account Joint Account Mailing Address Mailing Address (If Different) of Birth Social Security Number Drivers License Number State Issue Ex. E-mail Address If Joint Account, please complete the following. Mailing Address Mailing Address (If Different) of Birth Social Security Number Drivers License Number State Issue Ex. E-mail Address Please check one of the following: Individual Payable-On-Death UTMA/UGMA Joint With Right of Survivorship In Trust For (Totten Trust) Revocable Trust Checking Accounts View Horizon Horizon Senior Horizon Interest Vista Vista Smart Saving/Money Market Accounts Personal Savings Youth Savings Money Market Other Services Visa Check Card Check Order Safe Deposit Box (if applicable) Certificate of Deposit CD IRA Internal Use ONLY Branch Employee Deposit Amount Cash Check Account Info. Code: Type Class AML Score NAICS/SIC Code Referred By Opened By System used to verify customer: If a new customer: AML Risk Level Customer ID Chexsystem OFAC Low Medium High Page 1

Personal Online Banking Enrollment Form Please allow 24 hours for the information you provide to be activated. After that time period, if you are experiencing problems logging into your online banking please contact the branch location nearest you. New Customer - Personal Account Adding a User to a Personal Account Profile Customer (First & Last ) SSN Username (Each user must have a unique Username which can be all letters or a combination of letters and numbers, using 5-15 characters.) Text Enabled Phone Numbers (We require one phone number, but recommend you provide 2 or 3.) Text Enabled Text Enabled Email Addresses Address User Rights: Online Statements: View and Print (Requires customer to enroll account(s) for e-statements.) Transaction Access: Please check the box next to each type of transaction the user will need access to, and the level of access to be allowed. Funds Transfer (Transfers between Vista Bank Accounts created after 6:00 PM will be processed the following business day.) Change of Address Stop Payments Check Orders Bill Payment (Requires periodic password changes within the Online Banking system.) Account Access: List all Vista Bank accounts to be made available to this New User. (s) on Account (s) on Account (s) on Account (s) on Account Non-Use Policy: Customers not active for 6 consecutive months will be removed from the Online Banking system. To re-establish your user ID you will need to complete a new enrollment form. I believe the information given herein to be true and complete. I authorize you to verify it before allowing me to access the system. I understand that by requesting a Username for any person and allowing that person to access my accounts that I am assuming all responsibility for transactions created by this user. I agree to the terms and conditions of the Agreement and Disclosures, which have been provided to me. I understand the terms and conditions of all other agreements and disclosures with the bank continue to apply notwithstanding anything in this agreement. I understand that you will retain this application whether or not the account is established. Customer Signature Internal Use ONLY Branch Use CSR Branch OPS Use Received Maintenance Completed Set Up By Page 2

Automatic Bill Pay To Whom It May Concern: Personal Information: Home Address Please establish the following for the client above. Create a New Automatic Payment Change My Current Automatic Payment Bill Payment Information: of Business or Vendor Please Debit My Vista Bank Checking Account 111314575 Routing Number Checking Account Number Attach a voided check or deposit slip below. Account Number with Payee Please Charge My Vista Bank Check Card Card Number Expiration Authorization: I authorize (payee) to initiate payments from my Vista Bank account as indicated above and to make adjustments for any debit made in error if necessary. This authority will remain in effect until I have given written notice to terminate this service. Signature TO HAVE YOUR ACCOUNT DEBITED, PLACE A VOIDED CHECK HERE. Please note, when form is completed it needs to be mailed to business or vendor, whom you are instructing to make payment electronically from your account. Page 3

Direct Deposit of Company Making Direct Deposit Address To Whom It May Concern: I would like to establish a direct deposit of my income into my Vista Bank account as instructed below. Please: Create A New Direct Deposit Change My Current Direct Deposit Personal Information: Home Address Vista Bank Checking Account Information: Bank : Vista Bank Routing Number: 111314575 Account Number: Authorization: I authorize (company) to make deposits directly to my Vista Bank account as indicated above given written notice to terminate this service. Signature TO HAVE YOUR ACCOUNT CREDITED, PLACE A VOIDED CHECK OR DEPOSIT SLIP HERE. Please note, when the form is completed it needs to be mailed to the business or vendor whom you are instructing to credit your account electronically. Page 4

Close Prior Personal Account To Whom It May Concern: Prior Bank Information Bank Address Bank Phone Account Number Primary Account Holder Joint Account Holder Personal Information: Please forward any remaining funds in the account by check to the following address. Home Address Remit questions and/or concerns to the primary account holder. Phone numbers below. Thank you for your assistance regarding this request. Primary Account Holder Signature Joint Account Holder Signature (if applicable) Please note, this form will need to be mailed to your prior bank in order to have your account closed. Page 5