Think it’s too much trouble to open a new bank account at a different bank? Not with Heritage Bank! Now, with our SwitchKit you can move your money from other banks to Heritage Bank by following a few simple steps – start moving your money today.
Step 1: Open one of our FREE checking accounts.
You will need your new Checking account Number: _______________________________ Routing Number: _______________________________________
Step 2: Switch your Direct Deposit
Transfer funds from your old account to your new FREE checking. Notify your employer or Social Security Administration to redirect your payroll or benefit direct deposit to Heritage Bank.
Print out and complete anAutomatic Payment Change Form for each automatic payment you have set up (such as your monthly car insurance, loan or mortgage payments). Send this form to notify your billing companies to automatically withdraw their payments from your new Heritage Bank account.
Step 4: Close Your Old Bank Account(s)
Ensure that all checks and transactions have cleared before you close the account.