In this ebook; you’ll find all you need to Switch to another Banking. This information come from The Simsbury Bank & Trust Company, 981 Hopmeadow Street.P. O. Box 248, Simsbury, CT 06070. Tel. 860-658-2265 (Equal Housing Lender – Member FDIC).

Of course the below tips can also be using if you plan to Switch to another Banking in your Area.

This ebook content :

  • Tips to Make the Switch Easy
  • New Account Application
  • Direct Deposit Switch Authorization
  • Automatic Payments/Transfers
  • Account Closing Letter for your old bank

Simply print out these forms (included in this ebook) and complete them at your convenience. Then, bring them to any branch and your personal bankers will promptly set you up with your accounts. Or, just come into any branch and of your bank that you had choise.

Tips to Make the Switch Easy :

  • Open new account(s) at your New Bank choise (example form enclosed)
  • Sign up for direct deposit (example form enclosed)
  • Sign up for overdraft protection
  • Change all automatic payments/ transfers to your new account (example form enclosed)
  • Stop using your old account(s)
  • Be sure all checks have cleared your old account(s) and that all automatic payments and debits have been stopped.
  • Be sure your old overdraft line is paid off
  • Fill out the Account Closing Letter (example form enclosed)
  • Be sure you receive a closing statement from your old bank
  • 10 Ask us about mortgages, home equities and other loans

For full detail (with many example form enclosed), just download this free pdf ebook here.

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