Switch Assistant
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Switch Your Checking Account
in 5 Easy Steps
We will help you make the change
now - or you can print these forms and complete them
at your convenience.
(704) 694-2122
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1. Direct
Deposit - Standard Change Request Form
Move your direct deposits to your new checking account. Most companies
will allow you to use this form to make the change.
1. Direct
Deposit - Government Agency Change Request Form
This is the official government form that will
instruct Social Security or other Federal Government
Agencies to change your benefit check or direct deposit
to your Anson Bank & Trust account.
2. Automated
Payments - Change Request Form
Redirect your payments to your new checking account. Most companies will
allow you to use this form to make the change. Should you need help,
your Anson Bank & Trust representative can assist you.
3. Online
Banking and Bill Payment - Enrollment Information
To enroll in Online Banking, go to www.AnsonBankandTrust.com/OnlineBanking,
click “Activate My Account,” and follow the instructions
for enrollment. You will need your Anson Bank & Trust checking account
number and social security number.
4. Account
Balance - Personal Worksheet
Balance your old checking account. This Account Balance Worksheet will
help you know what is available in your old checking account for deposit
into your new Anson Bank & Trust account.
5. Account
Closing - Authorization Letter
Close your old checking account. You can use this letter to notify your
previous financial institution that you are closing an account and having
funds directed to your new Anson Bank & Trust account.
1-5. Switch
Assistant - All Forms
This package includes "1. Direct Deposit - Standard Change Request
Form".
1-5. Switch
Assistant - All Forms
This package includes "1. Direct Deposit - Government Agency Change
Request Form".
About Us:
We are committed to delivering quality
products and services and adhering to a high standard of
customer care. We welcome the opportunity to discuss your options.
When you do business with Anson
Bank & Trust your money provides capital for local businesses, creates
local jobs and improves the quality of life for families.
We want what’s best for our communities, friends
and neighbors … together we are Making a Difference.
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(Equal Housing Lender)