Fillable Getting Started Making the switch to better banking (Touchstone Bank)

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Getting Started Making the switch to better banking (Touchstone Bank)

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The Getting Started Making the switch to better banking (Touchstone Bank) form is 4 pages long and contains:

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  • 4 check-boxes
  • 45 other fields

Country of origin: US
File type: PDF

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SWITCH KIT
Page 1 of 4
Open your new account.
Apply online in minutes or visit your local branch
to open your new Touchstone Bank account(s).
Switch your direct deposits and automatic withdrawals.
If you have any automatic transactions, use the provided forms to seamlessly
switch them to Touchstone Bank.
Close your old account.
Now you’re ready to switch. Simply fill out the provided form to close your old
account. Any remaining account balance will be transferred to Touchstone Bank.
1
2
3
Making the switch to better banking today!
You can make the move to Touchstone Bank in three easy steps. Everything you’ll need is provided in this
handy Switch Kit. We can’t wait to welcome you to Touchstone Bank, where you’ll enjoy a better experience
for all your banking needs!
Getting Started
SWITCH KIT
Page 2 of 4
Direct Deposit Authorization
You can use your keyboard to fill out this form online, or you can print the form and complete it by hand.
Company or Employer:
Address:
City, State, Zip:
Phone Number:
Employee ID:
Notication of Direct Deposit Authorization Change
Effective immediately, please deposit the net amount of my check to my Touchstone Bank
account. I authorize (name of depositor)
to automatically deposit funds into the account below. This authorization shall remain in
place until I have submitted a new authorization, or until this authorization is changed or
revoked by me in writing.
Signature:
Name:
Address:
City, State, Zip:
Phone Number:
(if applicable)
Date:
Direct Deposit Checklist:
Payroll
Investments
Retirement Plans
Social Security
Use this form to authorize your employer, retirement and pension funds, or any other agency to deposit your payment
directly into your Touchstone Bank account. Use one form for each direct deposit.
Use this list to remember all
your direct deposits you need
to transfer. These are the most
common direct deposits.
Place an X next to your desired option.
Net amount to Touchstone Bank CHECKING
Net amount to Touchstone Bank SAVINGS
Account #
Routing #
Account #
Routing #
051403931
051403931
SWITCH KIT
Page 3 of 4
Automatic Withdrawal Authorization
Home Mortgage
Auto Loans
Utilities
Insurance
Cable/Internet
Gym/Club Memberships
Credit Cards
Investments
Subscriptions
Charity Donations
Notication of Withdrawal Authorization Change
Signature:
Name:
Address:
City, State, Zip:
Phone Number:
Date:
Name of Company:
Account Number:
Payment Amount:
Address:
City, State, Zip:
Phone Number:
Financial Institution:
Financial Institution:
Please cancel all automatic withdrawals from my old institution:
Please make all future automatic withdrawals from my new institution:
This authorization will remain in eect until I have submitted to you a new authorization, or until
you have been notied by me in writing that this authorization has been changed or revoked.
Touchstone Bank
Account #
Bank Routing #
Account #
Bank Routing #
Automatic Withdrawal
Checklist:
051403931
You can use your keyboard to fill out this form online, or you can print the form and complete it by hand.
Use this form to authorize a change to any automatic payment, deductions, or withdrawals from your account. Use one form
for each automatic withdrawal. Or, many companies and agencies make it easy to change your account on record online on
their website.
Use this list to remember all your
automatic payments you need to
transfer. These are some of the
most commonly used automatic
payments.
SWITCH KIT
Page 4 of 4
Account Closure Authorization
Notication of Account Closure Authorization
Primary Signature:
Joint Signature:
Name:
Address:
City, State, Zip:
Phone Number:
Date:
Financial Institution:
Address:
City, State, Zip:
To Whom It May Concern:
Please close my account:
Account Number:
Address:
City, State, Zip:
Please send the remaining balance to:
Place an X next to your desired option.
Please deposit directly to my new account at Touchstone Bank.
Please forward me a check to my address listed below.
Primary Owner:
Account #
Routing #
Congratulations!
You had to sign your name a few
times…but submitting these forms
completes your switch to a truly
better banking experience. We can’t
wait to show you the difference a
local partner makes.
Welcome to Touchstone Bank!
051403931
You can authorize your remaining balance to be deposited automatically to your new Touchstone Bank account(s) or paid by a check
forwarded to your mailing address.
Use this form to close your account(s) at your former financial institution. Be sure to verify any outstanding items have
cleared your old account.
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Getting Started Making the switch to better banking (Touchstone Bank)

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Completed 31 January 2021

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