When you’re ready to open your new account, we’ll help you choose the best account(s) for you, sign you up for online banking and order your debit card and checks.
Step 3: Stop using your old accounts.
Remember to leave sufficient funds to cover outstanding checks or auto payments.
Step 4: Set up your auto payments and deposits.
Complete the ‘Switch my Autopay’ Form and ‘Switch my Deposit’ Form included in the kit.
Step 5. Close your old account.
Confirm that all your checks have cleared and that all your auto payments and deposits have been processed. For your convenience there is an ‘I’ve Switched Banks’ Form included in the Switch Kit to let your old bank know where you’re moving your account(s).