ANCHORBANK'S ONLINE SWITCH KIT
Choosing to switch financial institutions is an important decision, and we’d like to thank you for your interest in AnchorBank. To make the process as easy as possible, we’ve included everything you should need in the steps listed below.
If you have questions while going through the steps, simply call your local branch or 1-800-25 ANCHOR (252-6246) and we’d be happy to assist you with the process. You can also access more information, helpful tips and checklists with AnchorBank’s Complete Switch Kit. Download, view or print it out for your convenience.
Open an AnchorBank Account
Use these resources to help you choose an AnchorBank account that will best fit your needs:
Once you’ve opened an account with AnchorBank and have your new account number on hand, you can make a seamless switch following these three steps:
1. Change your Direct Deposit(s)
Complete this Change Payroll Direct Deposit Form to switch your current direct deposits(s) to your new AnchorBank account and promptly present it to the company or organization making the direct deposit(s) to your account. Note: Some companies may require you use their authorized company form to complete this process. Verify their procedures before completing this form.
2. Switch Automatic Payments
A Change Automatic Withdrawal Form is required to make sure automatic payments or withdrawals such as mortgage and car payments come from your AnchorBank account.
3. Close your old account(s)
Once all your checks have cleared and your direct deposits and automatic payments have been successfully switched to AnchorBank, complete this Close Account Form to notify your old bank that you would like to close your account. Note: Some financials may require additional information to complete this process.
We're here to help. Call your local branch or 1-800-25 ANCHOR (252-6246) with any questions. You can also view or print out AnchorBank’s Complete Switch Kit for more information.
