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How to fill out the Switch Kit online
Filling out the Switch Kit online is a straightforward process designed to help you establish your new account with Peoples Exchange Bank while seamlessly transitioning from your old bank. This guide provides clear, step-by-step instructions to assist you in completing each section of the online form.
Follow the steps to fill out the Switch Kit online effectively.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with the New Account Information section where you will need to indicate whether you are opening an individual or joint account. Fill out the required fields such as your name, address, and contact information for both primary and joint account holders.
- Provide your Social Security Number and Driver's License Number along with their expiration dates and your date of birth. Ensure all information provided is accurate for verification purposes.
- Select the types of accounts you would like to open, such as personal checking or savings. Indicate whether you would like an ATM/Debit Card and specify the number of cards required.
- For the Account Closing Request section, fill in the institution name and provide the account information for the accounts you wish to close. Specify whether you want any remaining funds sent to your address and how you would like the funds disbursed.
- Complete the Direct Deposit Request by filling in the name and address of your previous financial institution, along with your Social Security Number. Indicate the amount to be deposited to your new account and provide the corresponding checking or savings account number.
- In the Automatic Withdrawal Transfer section, provide the necessary information about the previous account, including the account number and routing number. Specify the details for redirecting the automatic debit to your new account.
- Once all sections are completed, review your information for accuracy. Save the changes and ensure to download or print the completed forms for your records. Afterward, you can share the completed forms with appropriate institutions as necessary.
Get started with your Switch Kit online today to make your transition to Peoples Exchange Bank smooth and efficient.
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