Switch Assistant
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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 |
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