Switch Kit
Our switch kit is designed to help you move your accounts to The Savings Bank.
Switching accounts is easy with a little preparation.
Keep Track
Use this checklist to keep track of people you may need to contact:
Direct Deposit
- Your employer’s Human Resources department
- The company handling your retirement or pension payments
- Social Security Administration
Anyone who makes automatic withdrawals from your account
- Mortgage company
- Homeowner’s insurance
- Auto insurance
- Life insurance
Anyone who makes automatic charges to your old debit card
- Utility companies
- Telephone companies
- Cable company
- Gym
Follow these steps
Step 1:
Open Your Account
Step 2:
Close Your Old Account
Make sure your old account is active long enough to allow outstanding checks and automatic withdrawals to clear through your old account. Once you’re sure your old account is inactive destroy your old checks, ATM/Debit Card, and deposit slips.
Step 3:
Transfer Your Automatic Transactions
Talk to The Savings Bank
To find out how The Savings Bank can help you achieve all your financial goals, visit one of our offices, use our contact form, or call us at 800-246-2009.
