SBG Switch Kit At State Bank of Georgia we know switching banks can be a hassle, so we have created the SBG Switch Kit to help you move your Banking relationship. Experience the Difference 770-719-1200 www.sbgbanking.com
Getting Started Welcome to State Bank of Georgia. It is our goal to make switching banks easy and stress free. We re providing you with an outline of the steps involved as well as forms to guide you through the process. If at any time you have questions or need assistance, please contact us at 770-719-1200 or www.sbgbanking.com. 1 Open a State Bank of Georgia checking account. We will help you decide which account best fits your needs. We have several checking accounts available to choose from including: SBG Personal Checking, SBG Gold Checking, and SBG Silver Checking. There is a New Personal Account Information Form included in the Switch Kit. You can complete and bring it with you to the bank when you open your new checking account. You can begin switching your accounts after opening your new checking account. 2 Switch your direct deposits and automatic payments to State Bank of Georgia. Use the checklist provided to review your old accounts and identify any direct deposits and automatic payments to or from your existing accounts. Use the included Direct Deposit/Automatic Payment Switch to notify anyone making direct deposits or automatic payment withdrawals of the changes to your account. Use one copy for each direct deposit and automatic payment you are switching. 3 Close your previous checking account. After all of your checks have cleared and all of your direct deposits and automatic payments have been switched to your new State Bank of Georgia checking account, you can close your previous checking account. You will find an Authorization to Close Account Form included in this kit to notify your previous bank of your decision to close your account. If you have accounts at separate banks that you are closing, please complete a closing form for each bank. Check with your old bank to confirm no additional forms or information is required. If you have any questions while switching your accounts, we are always here to help at 770-719-1200.
New Personal Account Information Form Primary Applicant SSN # Applicant s Name: Date of Birth / / Physical Address: Mailing Address: Home Phone: Work Phone: Fax: Cell Phone: E-Mail U. S. Citizen Yes No Personal: (Primary) DL# Exam date Exp Date Federal Employee ID Card Military ID Passport Perm. Res. Card Res. Alien Card Personal (Secondary) Credit Card SS Card Medicare Card Utility Bill School ID Fire Arms Permit Voter Registration Male Female Mother s Maiden Name: Emergency Contact: Emergency Contact Phone: Current Employer: Employer Phone: Employer Address: Title / Position: Length of Employment: Joint Applicant SSN # Applicant s Name: Date of Birth / / Physical Address: Mailing Address: Home Phone: Work Phone: Fax: Cell Phone: E-Mail U. S. Citizen Yes No Personal: (Primary) DL# Exam date Exp Date Federal Employee ID Card Military ID Passport Perm. Res. Card Res. Alien Card Personal (Secondary) Credit Card SS Card Medicare Card Utility Bill School ID Fire Arms Permit Voter Registration Male Female Mother s Maiden Name: Emergency Contact: Emergency Contact Phone: Current Employer: Employer Phone: Employer Address: Title / Position: Length of Employment: Account Types SBG Personal Checking SBG Gold Checking SBG Silver Checking SBG Money Market SBG Personal Savings SBG Southern Savings SBG Kids Club SBG Certificate of Deposit SBG IRA Your signature below grants State Bank of Georgia the right to check credit and employment history. Primary Applicant Signature: Date: Joint Applicant Signature: Date: Personal Banker: Supervisor Approval: If applicable
Direct Deposit/Automatic Payment Checklist New Account Information State Bank of Georgia Routing Number: 061121009 Account Number: Address: 131 Ginger Cake Road Fayetteville, Georgia 30214 Phone: 770-719-1200 Direct Deposits Direct Deposits Company Name Last Deposit Date Employee Payroll Social Security Interest Income/Dividends Retirement Income Transfers from other accounts Date Change Request Mailed Status If you receive a direct deposit of Social Security Benefits, please call the Social Security Administration at 1-800-772-1213 to notify them of changes to your account. The Social Security Administration is required to speak with the recipient directly about changes to their account. Automatic Payments Automatic Payments Company Name Last Payment Date Mortgage/Rent Car Payment Insurance Electric Gas Water Phone Cell Phone Cable/Satellite TV Date Change Request Mailed Status
Direct Deposit/Automatic Payment Switch Form Company Name Company Address City/State Zip Code I have recently changed banks and would like to have my transactions changed to my new checking account. Please discontinue transactions from my old checking account and begin using my new State Bank of Georgia checking account information listed below. Old Bank Name: Old Routing Number: Old Account Number: New Bank Name: State Bank of Georgia New Routing Number: 061121009 New Account Number: If you have any questions about this request, please call me at the phone number listed below. Authorized Signature Name Phone Social Security # Address City/State Zip Code Attach a voided check from your new State Bank of Georgia checking account to this form.
Authorization to Close Account Form Old Bank Name Old Bank Address City/State Zip Code I have recently changed banks and would like to close the account listed below: Name on the Account: Account Number: Social Security Number: Please forward any remaining funds by check to: State Bank of Georgia, 131 Ginger Cake Road, Fayetteville, Georgia 30214 If you have any questions about this request, please call me at the phone number listed below. Authorized Signature Joint Owner Signature Name (please print) Joint Owner Name (please print) Phone Number Address City/State Zip Code