Switching is as Easy as 1 - 2 - 3 - 4
At Security State Bank, we eliminate the hassle to make your switch easy. In just 4 simple steps you can be on your way to better banking. Need personal assistance? Stop in to one of our convenient branch locations and a helpful staff member would be happy to help you. We look forward to helping you on your path to success!
STEP 1: Open and start using your Security State Bank account
We will partner with you to help you choose the accounts and services that best fit your needs.
STEP 2: Create an electronic transaction checklist
It only takes a minute to review your old account for direct deposits and automatic payments. The transaction checklist below will help you to identify all direct deposits and automatic payments. Time is of the essence, we can happily assist you with this step! If you need help identifying these transactions, bring in your last three statements from your former bank and we will help you review and identify these payments and lead you through the process to make the switch easy for you!
Automatic Payment/Deposit Checklist:
| □ Mortgage/Rent |
□ Daycare |
| □ Loans |
□ IRA/Retirement |
| □ Cell/Home Phone |
□ Investments |
| □ Internet |
□ Tuition/School |
| □ Cable/Sat TV |
□ Credit Cards |
| □ Streaming Services (Netflix, etc.) |
□ Health Clubs |
| □ Water |
□ Charities |
| □ Gas |
□ Employee Payroll |
| □ Electric |
□ Pension/Retirement |
| □ Trash Removal |
□ Investment Income |
| □ Insurance |
□ Other |
STEP 3: Change online and recurring deposits and withdrawals
Use the Transactions Checklist above to change all direct deposit and automatic payments to your new Security State Bank Account. Be sure to remember automatic payments from your debit card.
STEP 4: Close your former account
Once you are confident you have successfully transferred all automatic payments and recurring transfers from your former bank account to your new Security State Bank Account, then go ahead and close your account at your old bank to avoid any confusion.
That’s it! No hassle. No worry of forgetting if you notified all of your debtors of your new account information. Just peace of mind. Welcome to the family!
