Automatic Payment And Direct Deposit printable pdf download

Automatic Payment And Direct Deposit

EASY SWITCH KIT

Interested in switching your account to Tri-Parish Bank, but not sure where to begin? That’s

why we developed the Easy Switch Kit. These days we all have busy lives, so here at Tri-Parish Bank we

are always looking for ways to make banking with us quick, easy and convenient. The Easy Switch Kit is

just one more way we are working to make your life simpler.

Once you have opened a new account with Tri-Parish Bank, follow these simple steps to begin the

switch process.

Review your old account and determine if you had the following:



Automatic Payments (insurance, health club, utility payment, etc.)

Step



Automatic/Recurring drafts via debitcard



Direct Deposits (payroll, social security, etc.)



Online Banking and Bill Pay

Automatic payments and direct deposits



If you have automatic payments or deposits, complete

the Automatic Payment/Direct Deposit Easy Switch Form

for each payment or deposit

Step



Maintain the account at your previous bank until you have

confirmed that your direct deposit(s) and auto draft(S) have been

switched to your new Tri-Parish Bank account

Close-out your old account



Make sure that all checks have cleared



Complete the Existing Account Closing Notification Form to notify

Step

your previous bank that you are closing your account



Destroy all old checks, deposit slips and cards (atm/debit)

associated with the old account

NOTE: If you already receive Social Security or SSI benefits via

direct deposit call Social Security Toll-free 1-800-772-1213

or go to

to inform them

of the change in your account

Automatic Payment And Direct Deposit