Switch Kit

This Switch Kit generates all of the necessary documents for you to conveniently transition from a previous financial institution(s).
Checking and savings deposits can be transferred via check or wire.
Direct Deposits or Automatic Payments (ACH) can be moved at the same time.
The fully editable, review-as-you-go process eliminates confusion and makes the process easy.
A comprehensive summary checklist is generated at the end process to give you peace of mind and document your request.
This should be compared to your final statement to ensure accuracy.
Checking and savings deposits can be transferred via check or wire.
Direct Deposits or Automatic Payments (ACH) can be moved at the same time.
The fully editable, review-as-you-go process eliminates confusion and makes the process easy.
A comprehensive summary checklist is generated at the end process to give you peace of mind and document your request.
This should be compared to your final statement to ensure accuracy.





