Changing banks can be a big decision and a real challenge. Until now. Bippus State Bankers have designed a hassle-free Switch Kit to guide you step-by-step through the move. This Kit includes several worksheets and forms that will make it easy for you to switch. Banking with BSB offers you the strength of a big bank with the customized, personal service that only a community bank can offer.
SWITCH KIT CHECKLIST
Switching banks will go more smoothly if you follow these guidelines:
Balance your checkbook and make sure all outstanding checks have cleared before you close your checking account. This will ensure that you and your bank agree on how much money is due you. Also, you will not get hit with fees for checks that bounce after you close your account.
If you have arranged for direct deposit of payroll or benefits, do not close your old bank account until you are sure that the next scheduled deposit will be going into your new account.
If you have arranged for your bank to make automatic payments from your account to pay your mortgage or another bill, make arrangements for future payments to be made from your new account.
Be sure you keep clear financial records, showing that your old account was closed.
If you have a safe deposit box at your old bank, remember to clean it out and return the keys.
Please download and fill out each form. Note: All documents must be signed in front of bank personnel. All signatures must be obtained before account is processed.
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