EZ Switch Kit. The Bank of New Glarus and Sugar River Bank Branches

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1 EZ Switch Kit The Bank of New Glarus and Sugar River Bank Branches

2 Welcome to The Bank of New Glarus and Sugar River Bank Branches! Changing banks couldn t be easier with The Bank of New Glarus and Sugar River Bank Branches. We re so pleased that you ve decided to enjoy the great service and friendly staff at The Bank of New Glarus and Sugar River Bank Branches. We are a community bank, and we value our customers as our greatest asset. Changing banks is a big decision and can be a headache, which is why we ve designed the EZ Switch Kit to make your transition as smooth as possible. We ve created multiple forms to make switching easier, all of which are included in this packet, and our Personal Bankers are here to guide you every step of the way as you make the switch. Follow these simple steps for a smooth transition and you ll be enjoying your new Bank of New Glarus and Sugar River Bank Branches account(s) in no time! 1. Open Your New Account Organize your personal information, open your new account, and complete your switch to The Bank of New Glarus and Sugar River Bank Branches. We ll help you every step of the way. Our Personal Bankers can advise you on the best account(s) to fit your needs and lifestyle. Want to do some research before meeting with us? Check out our Personal Checking and Saving Account options. Organize information you will need Before meeting with one of our experienced Personal Bankers, you will want to gather the personal information you ll need to open your new Bank of New Glarus and Sugar River Bank Branches account. We will ask for your: Name DOB Official Photo ID (Drivers license, passport, state issued ID) Social Security Number Joint Account Owner s Information (if applicable) Open your new account(s) Once you ve gathered your information, call the Personal Banker at the location nearest you to set-up an appointment. To find the location nearest you, visit us at bank. Enroll in Online Banking and download the BNG Mobile Banking app As soon as your new account is opened, you can enroll in Online Banking, which gives you access to your account information around the clock. Online Banking also gives you access to: Account transfer Online Bill Pay E-Statements BNG Cash Track: our Personal Financial Management Tool The BNG Mobile Banking app gives you access to: The same great features as our Online Banking Portal on the go

3 Mobile Deposit Snap Pay: our Person-to-Person payment tool Begin using your new The Bank of New Glarus and Sugar River Bank Branches account immediately Once your new account is funded, you can begin to use it immediately. Your check order and debit card will be sent to you in about a week. 2. Transfer Direct Deposits and Automatic Payments One of the most important parts to making a smooth bank transition is remembering to switch all of your Direct Deposits and Automatic Payments. It s a good idea to have a few recent bank statements available to see what payment information will need to be updated. Use our Change Direct Deposit and Change Automatic Withdrawal forms to make the switch. Cancel any automatic payments from your old account. Use our EZ Switch Checklist to remember which accounts may need to be switched. Contact those businesses authorized to make automatic withdrawals from your old account and give them your new information. 3. Close Your Old Account Once you ve opened your new account and setup your Direct Deposits and Automatic Payments/ Withdrawals with your Bank of New Glarus and Sugar River Bank Branches account information, you re ready to close your old account. Balance your checkbook to make sure that ALL of your checks have cleared and ALL pending withdrawals have posted to your old account. It s a good idea to keep some money in your old account while making the switch, just in case. Put in writing that you want to close your old account. Close your account with a letter instead of a phone call, and be sure to include your address and phone number especially if you re changing neighborhoods as well as banks. Include our Closing Account form with your letter. Keep a copy of your letter along with any correspondence from your old bank in your own financial records. You don t want your heirs searching for long lost (and long-gone) cash later. We hope that these documents and forms are helpful in making the switch, but if you ever have any questions or concerns, please feel free to reach out to any of our talented and friendly Personal Banking Staff with questions or concerns. It s a pleasure to have you banking with us. Belleville 12 N. Shore Dr Belleville, WI (608) Brodhead st Center Ave. Brodhead, WI (608) Juda W2903 Main St. Juda, WI (608) Monroe 250 N. 18th Ave Monroe, WI (608) New Glarus-Branch 1101 State Rd. 69 New Glarus, WI (608) New Glarus-Main 501 1st St. New Glarus, WI (608)

4 EZ Switch Checklist Use this checklist to make sure that you don t miss any money that came into or out of your old account. Direct Deposits Payroll Social Security CD Interest Payments Other: Automatic Withdrawals Rent/Mortgage Payments Utilities Electric Home/Rental Insurance Auto Insurance Auto Payment Auto Club (AAA) Phone Service Cable/Internet Service Health Club Membership Automatic Streaming Services (Netflix/Hulu) Music Subscriptons (Pandora/Spotify) Department Store Card(s): Credit Card(s): Other: Other:

5 CHANGE AUTOMATIC WITHDRAWAL FORM Send this form to any company or organization (utility, insurance company, charity, etc.) that takes regular electronic payments out of your account. Date Name of company making automatic withdrawal To Whom It May Concern: You are currently withdrawing $ (amount) for my (what payment is for) at (account or other identifying number) on (recurring date). From the following account: Old Financial Institution: Routing Number: Account Number: Please stop making withdrawals from that account and instead make them to: The Bank of New Glarus and Sugar River Bank Branches Routing Number: Account Number: Effective Date: If you have any questions about this request, please contact me during the day/evening (circle one) at ( ) (phone number) Thank you. Sincerely, Signature Name (please print)

6 CHANGE PAYROLL DIRECT DEPOSIT FORM Send this form to employers, government offices or financial institutions that make direct deposits (payroll, Social Security, CD interest payments, etc.) into your account. Date Employer s/depositor s Name To Whom It May Concern: You are currently depositing MY ENTIRE PAYCHECK/PART OF MY PAYCHECK (circle one) to the following account: Old Financial Institution: Routing Number: Account Number: Please stop making deposits to that account and instead send them to: The Bank of New Glarus and Sugar River Bank Branches Routing Number: Account Number: Effective Date: If you have any questions about this request, please contact me during the day/evening (circle one) at ( ) (phone number) Thank you. Sincerely, Signature Name (please print)

7 CLOSING ACCOUNT FORM Use this form to close your account at the financial institution you are leaving. Date Financial Institution Name To Whom It May Concern: Please close my account (account number) and send a check for the remaining balance to me at the address listed below. If you have any questions about this request, please contact me during the day/evening (circle one) at ( ) (phone number) Thank you. Sincerely, Signature Name (please print) Co-Owner Signature Co-Owner Name (please print)