Switch Assistant

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) 262-3855

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 Cabarrus 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, a Cabarrus Bank & Trust Account Executive can assist you.

3. Business Online Banking
Activate your Business Online Banking account by contacting your Account Executive for more details. You can also reference this website address:
www.CabarrusBankandTrust.com/BusinessOnlineBanking

4. Account Balance - Business 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 Cabarrus 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 Cabarrus Bank & Trust account.

1,2,4,5. Switch Assistant - All Forms
This package includes "1. Direct Deposit - Standard Change Request Form".

1,2,4,5. Switch Assistant - All Forms
This package includes "1. Direct Deposit - Government Agency Change Request Form".

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 Cabarrus 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.

A legitimate bank or securities company will NEVER contact you via Email / Telephone asking for sensitive personal
information or account numbers. Hoax callers will usually hangup if you start asking them questions.
If ever in doubt, hangup the phone and then "you" contact us directly to verify. Security Center