Switch Kit
Make the Switch! It’s as easy!
All you have to do to switch your accounts is complete these four easy steps, and we’ll take care of the rest. Before you know it, your accounts will be switched from your current bank to your new bank – our Bank. Too much trouble? Stop by, and we’ll even fill out all the forms for you! All we need is your signature.
STEP 1
Complete the Switch Kit Worksheet by clicking the link and printing out the form. Then, when you are ready, you can get started by coming in to your local branch.
STEP 2
Stop using your old checking account. Identify all pending transactions and allow time for the transactions to clear before closing your account.
STEP 3
Transfer and/or set-up your Direct Deposits and Direct Payments by clicking on the links and printing out the forms. You’ll have to provide a completed copy of the forms to anyone who makes Direct Deposits or Direct Payments into or out of your old account.
STEP 4
Last, close your old account (make sure to leave any additional money needed to cover outstanding transactions).
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