Switch Kit

Inquiry Form

Think it’s too much trouble to open a new bank account at a different bank? Not with Heritage Bank! Fill out the below form and a representative will be in contact to assist you.

Thank you! Your submission has been received!

We appreciate you contacting us today in regards to switching to Heritage Bank.

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Steps for Switching

Now, with our Switch Kit, you can move your money from other banks to Heritage Bank by following a few simple steps. Start moving your money today.

Download Guide, Checklist & Forms

STEP 1
Open your new HB Account at our nearest Location
Don’t forget to sign up for our Electronic Banking Services!
You will need your new:
Checking account Number

STEP 2
Stop using your old Checking Account(s)
Allow outstanding payments and checks to clear the account(s).

STEP 3
Set up your Direct Deposit
Send the Direct Deposit Change Request to your employer or your retirement plan along with a voided HB check.
You can set up your social security benefits by visiting GoDirect.gov or calling the Social Security Administration at 800-333-1795.

STEP 4
Change your Automatic Payments
Use an Automatic Payment Change Form for all automatic payments or withdrawals from your accounts.
Remember to switch over payments processed through your debit card as well.

STEP 5
Close Your Old Bank Account(s)
Ensure that all your pending payments have cleared your old account and your automatic payments have cleared your new HB account.
Close your old account using the Account Closing Form.
Remove all funds from your old account.

At Heritage Bank, We Are Proud To Be A True Community Bank

Think it’s too much trouble to open a new bank account at a different bank? Not with Heritage Bank! Now, with our Switch Kit, you can move your money from other banks to Heritage Bank by following a few simple steps. Start moving your money today.

Open one of our FREE checking accounts.
You will need your new:
Checking account Number

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.
Click here for Payroll Deposit Form to give to your employer.
Click here for Direct Deposit of Federal Benefit Payments form.

Redirect your Automatic Payments
Print out and complete an Automatic 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.

Close Your Old Bank Account(s)
Ensure that all checks and transactions have cleared before you close the account.
Print out and complete the Account Closing Form.
Remove all funds from your old account.

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SWITCH KIT

Inquiry Form

Steps for Switching

STEP 1

Open your new HB Account at our nearest Location

STEP 2

Stop using your old Checking Account(s)

STEP 3

Set up your Direct Deposit

STEP 4

Change your Automatic Payments

STEP 5

Close Your Old Bank Account(s)

SWITCH KIT

At Heritage Bank, We Are Proud To Be A True Community Bank

Open one of our FREE checking accounts.

Switch your Direct Deposit

Redirect your Automatic Payments

Close Your Old Bank Account(s)

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