Switch Kit

You won’t regret it, this is a great place to be. We know switching Checking Accounts can be a pain-in-the-patooty, so we’ve compiled a list of suggestions below to hopefully make it a little less painful.

1. Open a checking account – Click here to do it online or stop by to do it in person. Be sure and order your debit card and checks, too.
2. Switch automatic payments and direct deposit – Go through your statement and highlight all transactions that go in and out automatically. Then send each the appropriate copy of the form below.
   • Automatic Payments– fill out this form and mail/email to the accounting department of each company that automatically pulls payment(s) out of your account(s).
   • Direct Deposit– you would use this form for your paycheck, VA compensation, retirement/pension plan, interest income, dividends or military pay.
   • Social Security Direct Deposit– either mail them this form, or call 800-772-1213 to set it up over the phone.
3. Prepare for the switch. Stop using your old account and only use your spiffy new one. It’s always best to leave some money in the old account for a few weeks, to allow for pending transactions to clear.
4. Close your old account – Good riddance, right?! You can either call or just mail them this Account Closing Form.