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Get Complete Switch Forms Packet - Bb&t
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How to fill out the Complete Switch Forms Packet - BB&T online
This guide provides a detailed overview of how to efficiently complete the Complete Switch Forms Packet for BB&T online. Follow these instructions to ensure a smooth transition to your new banking services.
Follow the steps to successfully complete the BB&T switch forms.
- Use the ‘Get Form’ button to access the Complete Switch Forms Packet. This will allow you to obtain the necessary forms in an editable format.
- Begin with the Authorization to Change Direct Deposit form. Fill in your former financial institution's name, routing number, and account number. Also, provide your name, SSN/TIN, the company's name to send the form, BB&T routing number, and your new BB&T account number. Be sure to sign and date the form.
- Next, proceed to the Authorization to Change Automatic Payment form. Input the company name, your account number, BB&T routing number, and new BB&T account number. Sign, date, and provide your daytime phone number before submitting this form.
- Complete the Request and Approval to Change Automatic Transfer form by stating your former financial institution's name and account number. Then, indicate your new BB&T account details. Include the frequency of payments and sign the form.
- Fill out the Authorization to Close Account form, providing your former financial institution's name, account number, and other required personal details. Specify your new BB&T account information for direct deposits and enclose a deposit slip to verify your new account.
- Utilize the BB&T OnLine Bill Payment and Check Card Worksheet to list all bill payments and card payments needing transfer. Make sure to capture all relevant details such as merchant name, address, phone number, and account numbers.
- Finally, review the Switch Kit Checklist to confirm that you have accessed, completed, and submitted all necessary forms. Once reviewed, save the changes, download the packet, print necessary documents, or share them as needed.
Get started with your document completion online today!
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