Five EASY Steps to Switch to The Missouri Bank II



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Five EASY Steps to Switch to The Missouri Bank II It s easy to switch your accounts to The Missouri Bank II because we ll help. We ll provide the forms and a check list of simple things to do to close your old account(s), move your direct deposits and transfer automatic payments. 1 Open your Missouri Bank II account(s). Visit our Sedalia or Columbia Missouri Bank II locations to open your account. Questions or need help? Call the location nearest you and ask for new accounts. 2 Stop using your old account. We ll be happy to safely destroy your old ATM and debit cards and blank checks. 3 Move your direct deposits. To move direct deposits, download and complete this direct deposit form, include a voided deposit slip or check from your new The Missouri Bank II account and mail or deliver to the sources from which you receive direct deposits. To move direct deposits from the government, simply mail the form to the appropriate government agency. Or, for Social Security deposits, visit www.socialsecurity.gov or call (800) 772-1213 to complete the change over the phone. 4 Move your automatic payments. To switch automatic payments to your new accounts, download and send the completed automatic payment form to each business. 5 Close your old account. Finally, it s time to close your old account(s). To do this, you don t even need to go to your old bank. Just download and send this completed closing form to your old bank and say goodbye. If there is an outstanding balance, they should mail you a check. You can also write a final check for the outstanding balance and deposit into your new The Missouri Bank II account. Remember to write close account in the memo and you are done!

What information will I need? Your new The Bank of Missouri II account number. (the third series of numbers located at the bottom center of your check) Your The Bank of Missouri II routing number: 101912055 (the first series of numbers located at the bottom left of your check) Account numbers and mailing addresses for each company involving an automatic withdrawal. These are usually found on statements from the companies involved. Your old bank name, address, and account number. What else should I know? Remember, you need to deposit enough money in your new account to cover all automatic transactions coming due. However, be sure to keep your old account open for a while to allow all outstanding transactions to clear your account. It could take up to two months for some companies to change the automatic transactions. Watch your new account to see when each of the automatic transactions appear. Most customers use Online Banking to easily check their account to verify activity. You can start new automatic transactions, too. Whether you re moving accounts or simply adding automatic transactions to existing accounts, you may use these same forms. The Missouri Bank II For Questions call: (877) 429-2265

Direct Deposit Change Request Employer/Company Information Employe ID/Account Number: Social Security Number (if necessary): New Bank Account Information Bank Name: The Bank of Missouri II Routing Number: 101912055 I authorize the above named employer/company to direct deposit into my new bank account. I have included a voided check for your records.

Automatic Payment Change Request Company Information Other: New Bank Account Information Bank Name: The Bank of Missouri II Routing Number: 101912055 I authorize the above named company automatically debit my new bank account. I have included a voided check for your records.

Bank Account Closing Request Bank Information Name(s) on Account: Other: I have recently changed banks. Please close my account and send any remaining balance to the address on my account.