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Get Switch Kit
How it works
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Open form follow the instructions
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Easily sign the form with your finger
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Send filled & signed form or save
How to fill out the Switch Kit online
Welcome to your guide on navigating the Switch Kit online. This document is designed to assist you in smoothly transitioning to Jeff Davis Bank while ensuring you understand every component of the Switch Kit.
Follow the steps to complete your Switch Kit online
- Press the ‘Get Form’ button to access the Switch Kit and open it using your preferred method of submission.
- Begin with the Direct Deposit Authorization section. Fill in the necessary fields, including your employer's information and the amount to be deposited into your Jeff Davis Bank account.
- Next, proceed to the Automatic Withdrawal Authorization section. Authorize any automatic payments, making sure to list your payments, including the name of the company and the account to change.
- Finally, complete the Account Closure Authorization to close your old account. Ensure all relevant account information is accurately filled out and choose whether to have your remaining balance deposited into your new account or sent as a check.
- After reviewing your entries for accuracy, save your completed Switch Kit, download it for your records, or print it for submission. Alternatively, ensure you understand how to share it online.
Start your transition to better banking by completing your Switch Kit online today!
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