You will need to notify the companies that handle your automatic deposits and withdrawals of your change. If you need help with this process, check out our Switch Kit Form, or for more assistance, please contact us!
Examples of automatic withdrawals include:
Examples of automatic deposits include:
Once all your outstanding checks have cleared and your direct deposits and withdrawals have been transferred to your new account, you can close your previous account.
To help make your transition easier, we have provided a Switch Kit Form to help you track your automatic deposits and payments. If you need forms to help you close your account or to change over your direct deposit or automatic withdrawals, we can make those available to you by request.
If you need assistance with any of the above steps, please don’t hesitate to contact us!