Make the switch in 3 simple steps.
Please open your new account before you close your current one to prevent service interruption.
Transferring Employer Direct Deposits
Download and complete this direct deposit form. Get a voided deposit slip or check from your new financial institution and give both items to your employer's payroll department.
Transferring Government Agency Direct Deposits
Download and complete this direct deposit form. Get a voided deposit slip or check from your new financial institution and mail both documents to the right agency. For Social Security, just call toll free at 1-800-772-1213 to make the switch.
Schedule Automatic Payments
If you currently make automated payments (car payment, mortgage, etc.), download and send an automatic withdrawal form to each vendor. Just to be sure, check each vendor’s web site to see if there’s a quicker way to set up automated payments from your new account.
Use Online Bill Pay
If you currently pay bills online (online bill pay), make sure to cancel all bill payments from your current account and set them up in your new account. You need the account number, mailing address and phone number for each vendor you want to pay through online banking.
The Final Step
Download, complete and send this closing form to your current financial institution. They will mail you a check for any remaining balance in the account.
- Once you receive your new account number, transfer money into your new account in one of the following ways:
- Direct deposit payroll or government issues checks into your new account
- Mail check(s) to your new financial institution
- Use Online Bill Pay to transfer funds into your new account*
- Wire transfer money into your new account*
*Fees may apply - contact the financial institution to find out.
- Make sure you know your new account number and routing number (see placement of both below). Your new institution provides these numbers, but you can get them even quicker by contacting a friendly service representative.
- Keep your old account open until all automatic payments and/or checks have settled.
- Provide your current institution with your latest contact information. They may need to get a hold of you after the account closes.
- If you have a safe deposit box, remove any remaining items.