Get Guaranty E-z Switch Checklist

Filling out the Guaranty E-Z Switch Checklist is a straightforward process that helps users switch their banking needs seamlessly. This guide provides a step-by-step approach to completing the checklist online, ensuring a smooth transition to Woodsville Guaranty Savings Bank.

Follow the steps to complete the Guaranty E-Z Switch Checklist effectively.

1. Press the 'Get Form' button to access the Guaranty E-Z Switch Checklist. This action retrieves the form and allows you to open it in the appropriate online platform.
2. Review the Personal Account Application section. Fill in the name of the primary account holder and the joint account holder, if applicable. Provide necessary contact details, including phone numbers and addresses. Ensure that all fields are completed accurately.
3. In the 'Automatic Payment & Deposit Inventory' section, list any companies associated with automatic payments or direct deposits that need to be switched to your new account. Include specific details such as company names, account numbers, and transfer amounts.
4. Choose between two options provided: Allow the bank to handle the paperwork by submitting your inventory list, or choose to do it yourself by using the 'Authorization to Change Direct Deposit' and 'Authorization to Change Automatic Payment' forms. Ensure to gather all necessary information for whichever option you select.
5. To close your old accounts, complete the 'Authorization to Close Account' form. Make sure to provide sufficient information about your old account and indicate where the remaining funds should be sent.
6. After filling out all necessary sections and forms, review the entire checklist for accuracy. Once verified, you can save your changes, download a copy of the forms, print them for your records, or share them via email.

Complete the Guaranty E-Z Switch Checklist online today for a seamless transition to your new banking experience.