Make the switch today!
We want to make the process of bringing your business to The State Exchange Bank as stress-free as possible. That is why we have a Switch Kit to assist you with the process. Follow these 5 easy steps, and give us a call if you have questions along the way!
Complete Switch Kit Need help?5 Easy Steps To Switch
- Open an account with The State Exchange Bank - learn more
By filling out this portion of the switch kit, we can gather the necessary information about you and how we can best serve you.
Consumer Customer Identification Form - Record deposits and withdrawals - learn more
By recording the regular activities on your account, we can ensure that no amount does unnoticed. That is why we have a checklist to remember the little things.
Checklist - Send notices to depositors - learn more
By sending this document to your employer and other entities, you can move those deposits over safely and efficiently.
Change Direct Deposit Form - Send notices to entities that make automatic withdrawals - learn more
Whether it is your utility bills, loan payments, or gym membership, we want to make sure they are switched over to your new account.
Change Automatic Withdrawal Form - Close your old account(s) - learn more
You are now a member of The State Exchange Bank! You have completed the steps above, and you can send this notice to your old bank to close the account.
Congratulations, and welcome to The State Exchange Bank!
Close Account Form
