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Switch Assistant

Switch Your Checking Account in 5 Easy Steps

We will help you make the change now - or you can print these forms and complete them at your convenience.
(704) 983-6181 / (1-800) 438-6864


1. Direct Deposit - Standard Change Request Form
Move your direct deposits to your new checking account. Most companies will allow you to use this form to make the change.

1. Direct Deposit - Government Agency Change Request Form
This is the official government form that will instruct Social Security or other Federal Government Agencies to change your benefit check or direct deposit to your Bank of Stanly account.


2. Automated Payments - Change Request Form
Redirect your payments to your new checking account. Most companies will allow you to use this form to make the change. Should you need help, your Bank of Stanly representative can assist you.


3. Online Banking and Bill Payment - Enrollment Information
To enroll in Online Banking, go to www.BankofStanly.com/OnlineBanking, click “Activate My Account,” and follow the instructions for enrollment. You will need your Bank of Stanly checking account number and social security number.


4. Account Balance - Personal Worksheet
Balance your old checking account. This Account Balance Worksheet will help you know what is available in your old checking account for deposit into your new Bank of Stanly account.


5. Account Closing - Authorization Letter
Close your old checking account. You can use this letter to notify your previous financial institution that you are closing an account and having funds directed to your new Bank of Stanly account.


1-5. Switch Assistant - All Forms
This package includes "1. Direct Deposit - Standard Change Request Form".

1-5. Switch Assistant - All Forms
This package includes "1. Direct Deposit - Government Agency Change Request Form".


About Us:

We are committed to delivering quality products and services and adhering to a high standard of customer care. If there’s anything we can do to help brighten your financial future, please call or stop in and see us.

When you do business with Bank of Stanly your money provides capital for local businesses, creates local jobs and improves the quality of life for families. We want what’s best for our communities, friends and neighbors … together we are Making a Difference.

(704) 983-6181  |  (1-800) 438-6864  |  Locations

Bank of Stanly, Member: FDIC and (Equal Housing Lender)

Bank of Stanly or any of our affiliates will NEVER contact you via Email / TELEPHONE asking for personal information.
If ever in doubt about the identity of an email or telephone call, always Contact Us directly, first, to verify.
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