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Get Switch Kit - Apple Bank For Savings
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How to fill out the Switch Kit - Apple Bank For Savings online
The Switch Kit for Apple Bank For Savings allows users to smoothly transfer their banking services to Apple Bank. This guide provides clear, step-by-step instructions to help navigate the online form completion process effectively.
Follow the steps to successfully complete the Switch Kit online.
- Click ‘Get Form’ button to access the Switch Kit and open it for editing. This will provide you with the necessary forms to facilitate the switching process.
- Begin with the opening paragraph of the Switch Kit, and ensure you have opened your new Apple Bank account. You will need to visit a branch with your Social Security Number or Tax Identification Number and two forms of identification.
- Once your account is set up, verify that you stop using your old checking account. Ensure sufficient funds remain to cover any outstanding checks or automatic payments until they clear.
- Proceed to fill in the relevant forms for changing payroll, benefits, and automatic payments. Complete the 'Authorization to Change My Payroll Direct Deposit' form with your employer’s details and your new Apple Bank checking or savings account information.
- Next, complete the 'Authorization to Change My Direct Deposit for Retirement, Pension, Social Security, or Other Government Benefits' form, providing similar details as in the payroll direct deposit form, but for government benefit accounts.
- Follow this by filling out the 'Authorization to Change My Automatic Payment Account' form. Make sure to specify all service providers that withdrawal from your old account and include details of your new Apple Bank account.
- Finally, complete the 'Authorization to Close My Account' form. Ensure you specify your previous financial institution and accounts you wish to close after outstanding transactions have cleared.
- After filling all forms, save your changes. Depending on your needs, you can also download, print, or share the completed forms for further processing.
Start completing your Switch Kit online to enjoy the benefits of Apple Bank today.
The Bank's careful attention to credit quality and liquidity has allowed it to remain solidly profitable and stable. Apple Bank is the largest state-chartered savings bank in New York, tracing its New York origins back to 1863.
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