New Account Switch Checklist

Our Switch Kit makes it easy for you to switch your current account to Town & Country Bank. Print the following documents. Once complete, return them to a Town & Country Bank Personal Banker and we'll make your switch as painless as possible. Your new account will not be officially open until we have received a signed signature card and proper identification.

Account Closing Form
Direct Deposit Authorization
Automatic Payment
Account Balance Worksheet

1.  Make sure all checks have cleared on your checking account.

2.  Make certain enough funds are available in your account to cover any automatic  payments that may yet need to be withdrawn.

3.  Send written notice to your direct deposit vendors (payroll, social security*, CD interest payments, etc.) of the changes in your relationship.  (Use Direct Deposit Authorization Form)

4.  Send written notice to your vendors who automatically take your payments from your checking account (utilities, insurance companies, internet service providers, banks, credit unions, etc.) that you are closing the account. (Use Automatic Payment Switch Form).

5.  Send notification of new account information to vendors who you want to continue to generate automatic withdrawals instead of paying by Bill Pay; or use this notification to start a new automatic payment with a vendor.  (Use Automatic Payment Switch Form).

6.  Send written notice to the financial institution that you are closing the account.  (Use Existing Account Closing Form).

*  For Social Security direct deposits, changes may be made by calling Social Security Administration at 1.800.772.1213.

Call 913.239.0239 if you have any questions
regarding your “Switch” to Town & Country Bank