Switch Kit. Inside. Get connected with everything State Bank of Cross Plains personal accounts have to offer. And get back to living.

Transcription

1 Switch Kit Get cnnected with everything State Bank f Crss Plains persnal accunts have t ffer. And get back t living. Inside We make it easy. Get cnnected in 6 simple steps.

2 Welcme

3 Thank yu fr chsing State Bank f Crss Plains Let us walk yu thrugh the switch prcess, step by step. Our welcme kit is designed t make switching t ur bank r adding a prduct r service seamless and hassle free. Just fllw these six easy steps and yu ll be n yur way t better banking. STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 STEP 6 Open yur checking and/r savings accunts at the State Bank f Crss Plains Make a list f yur depsits and payments r withdrawals Sign up fr ebank! Online and embile Banking Sign up fr Direct Depsit Change the way yu pay yur bills Stp using and clse yur ld accunt Questins? Visit yur lcal State Bank f Crss Plains lcatin r call (608) r Tll Free at 855-CLOSE2U ( ), 7 am t 6 pm Mnday-Friday and 8 am t 12 pm Saturdays t speak with a representative.

4 STEP 1 Open yur checking and/r savings accunts at State Bank f Crss Plains Visit yur lcal State Bank f Crss Plains lcatin T find the lcatin clsest t yu, use the ffice lcatr linked frm ur hmepage at crssplainsbank.cm OR Open yur accunt nline Visit crssplainsbank.cm and lk fr the Persnal Categry. After the checking r savings identifier click n Open yur accunt nw! With a State Bank f Crss Plains checking accunt, yu can always cunt n cnvenient access ebank! Online Banking and Online Bill Pay embile Banking * Mbile Depsit Quickly, cnveniently and securely depsit checks int yur accunts using yur smartphne r tablet * estatements, paperless statements delivered electrnically thrugh ebank! Online Banking Bank surcharge free at tens f thusands f ATMs in the Mney Pass netwrk Offices in Madisn, Middletn, Verna, Waunakee, Oregn, Munt Hreb, Black Earth and Crss Plains Live, tll-free custmer service Telebank, 24-hur autmated telephne access * Mbile data r text charges may apply. Questins? Visit yur lcal State Bank f Crss Plains lcatin r call (608) r Tll Free at

5 STEP 2 Make a list f yur depsits and payments Depsit and Payment Wrksheet Use Frm A t list all f yur depsits and payments r withdrawals in ne place fr easy reference. Depsits: List all f yur depsits frm places like: Emplyers Pensins r retirement plans Scial Security Investment incme Payment Methd Under payment methd, indicate hw each payment is made: Check Direct Depsit Hw t find yur ruting number, check number and accunt numbers: Payments: List the bills yu pay regularly like: Mrtgage r rent Aut lans Insurance Credit cards Utilities Gym membership Retirement Daycare Payment Methd Chse hw yu want t manage payments using cnvenient ptins: Online Bill Pay Manage yur expenses using Online Banking Mbile Banking Pay bills using mbile app r mbile web banking Autmatic payments Prvide cmpanies with yur accunt infrmatin s they can draw frm yur accunt autmatically Pay by check Yur checking accunt allws unlimited check writing Bank Ruting Yur Accunt Check Number Number Number 855-CLOSE2U ( ), 7 am t 6 pm Mnday-Friday and 8 am t 12 pm Saturdays t speak with a representative.

6 STEP 3 Sign up fr ebank! Online and embile Banking * Sign up fr ebank! Online Banking at crssplainsbank.cm. Enrll in Online Bill Pay, estatements and embile Banking when yu lg in t ebank! Online Banking. It s that easy. ebank! Online Banking Finding it difficult t get t the bank? When yu can t visit us in persn, rest easy knwing that secure, cnvenient access t all f yur accunts is as clse as yur nearest web brwser. View accunt balances, statements and check images Make lan payments, transfer funds Online Bill Pay ebank! Online Banking really makes life easy when yu sign up t pay all f yur bills nline. estatements G paperless! Nw yu can receive electrnic statements plus ther imprtant accunt dcuments securely within Online Banking. Rerder checks embile Banking * Dwnlad infrmatin int yur persnal financial management sftware Always n the mve? We have banking that fits the way yu live, right frm yur mbile device. Simply dwnlad ur embile app frm yur iphne, ipad r Andrid Smartphne r Tablet. Access accunt infrmatin 24/7 Transfer funds and pay bills Mbile Depsit Quickly, cnveniently and securely depsit checks int yur accunts using yur smartphne r tablet * * Mbile data r text charges may apply. Questins? Visit yur lcal State Bank f Crss Plains lcatin r call (608) r Tll Free at

7 STEP 4 Sign up fr Direct Depsit Direct Depsit Fill ut ur quick and easy Direct Depsit Enrllment frm (Frm B) and give it t yur emplyer t transfer yur payrll directly int yur State Bank f Crss Plains checking accunt. Yur emplyer may have their wn direct depsit enrllment frm. Be sure t check with the representative in yur cmpany wh handles payrll. If yu have multiple emplyers, please make cpies as needed. Gvernment Benefits Cmplete ur Gvernment Benefits Enrllment frm (Frm C) and return it t yur lcal State Bank f Crss Plains ffice t transfer yur gvernment benefits directly int yur checking accunt. Yu can als enrll by calling the U.S. Treasury Electrnic Payment Slutin Center at r enrll nline at CLOSE2U ( ), 7 am t 6 pm Mnday-Friday and 8 am t 12 pm Saturdays t speak with a representative.

8 STEP 5 Change the way yu pay With State Bank f Crss Plains, yu can manage payments and withdrawals frm yur accunt in several ways. Sign up fr free Online Bill Pay in ebank! Online Banking t: Pay bills securely Set up recurring payments Receive reminders abut bills Track and view payment histry Autmatic payments Prvide yur accunt infrmatin t cmpanies that autmatically withdraw payments frm yur accunt using either yur accunt and ruting number r yur check card number Unlimited check writing Autmatic Payment Change Request Make cpies and submit Frm D t any cmpany that withdraws funds frm yur accunt autmatically. Questins? Visit yur lcal State Bank f Crss Plains lcatin r call (608) r Tll Free at

9 STEP 6 Stp using and clse yur ld accunt Stp using yur ld accunt Make sure all f yur autmatic depsits are ging int yur new State Bank f Crss Plains accunt. Make sure all checks, withdrawals and recurring check card payments have been taken frm yur ld accunt. Clse yur ld accunt After all items have cleared frm yur ld accunt, cntact yur ld financial institutin t find ut hw t clse it. Yu may have t clse yur accunt in persn. Destry ld frms After clsing yur ld accunt, be sure t destry yur ld debit cards, checks, and ther frms related t yur ld accunt. 855-CLOSE2U ( ), 7 am t 6 pm Mnday-Friday and 8 am t 12 pm Saturdays t speak with a representative.

10 CHECK LIST Use this check list t ensure that necessary r applicable steps have been cmpleted. I pened my new State Bank f Crss Plains accunt I went t crssplainsbank.cm and signed up fr ebank! Online Banking t: I signed up fr Direct Depsit Payrll (emplyer(s)) Gvernment benefits View accunt balances Transfer funds Make lan payments View and print statements View and print check images Rerder checks Dwnlad infrmatin int my persnal financial management sftware Pay bills I signed up fr estatements in ebank! Online Banking t securely receive electrnic statements I dwnladed the State Bank f Crss Plains embile app t my mbile device t: Check balances View recent transactins Transfer between accunts Pay bills I signed up fr Online Bill Pay r ntified the fllwing cmpanies that autmatic payments shuld be taken frm my new State Bank f Crss Plains accunt: Gvernment benefits Mrtgage r rent Aut lans Insurance Credit cards Utilities Gym membership Retirement Daycare Other I made sure that mney is n lnger ging int r being taken frm my ld accunt Find State Bank f Crss Plains lcatins and ATMs Depsit checks I clsed my ld accunt and destryed all related materialst Questins? Visit yur lcal State Bank f Crss Plains lcatin r call (608) r Tll Free at 855-CLOSE2U ( ), 7 am t 6 pm Mnday-Friday and 8 am t 12 pm Saturdays t speak with a representative.

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12 Cntact ne f ur prfessinals tday t start a cnversatin abut any f ur prducts and services. Black Earth Middletn Verna 1030 Mills Street 8301 University Avenue 108 N. Main Street (608) (608) (608) Crss Plains Main Munt Hreb Waunakee 1205 Main Street 1740 Springdale Street 610 W. Main Street (608) (608) (608) Madisn Oregn 455 S. Junctin Rad, Ste N. Main Street (608) (608)

13 FORM A Depsit and Payments Checklist Use this frm t make a list f all f yur depsits and payments t be sure yu redirect all transactins t and frm yur new State Bank f Crss Plains accunt. Depsits Payment Cmpany Accunt Number Amunt Payment Methd Frequency Payrll $ Pensin(s) Retirement $ Scial Security $ Investment Incme $ Other $ Other Payments Payment Cmpany Accunt Number Amunt Payment Methd Frequency Mrtgage/Rent $ Aut Lan $ Aut Lan $ Insurance $ Credit Card $ Credit Card $ Credit Card $ Gas/Oil $ Electric $ Cable/TV $ Telephne $ Cell Phne $ Water $ Trash Remval $ Internet Prvider $ Gym $ Investments $ IRA/Retirement $ Charities $ Daycare $ Tuitin/Schl Expense $ Other $ Other CLOSE2U crssplainsbank.cm

14 FORM B Direct Depsit Enrllment This frm authrizes yur emplyer (r any cmpany that regularly sends depsits t yu) t depsit funds t yur new State Bank f Crss Plains accunt. Make cpies f this frm t prvide t all cmpanies that make a direct depsit. Fr gvernment benefits, please use the Gvernment Benefits Enrllment frm n the next page. If yur emplyer is unable t accept this frm, please request a cpy f their authrized frm. TO: Cmpany Name Address City State Zip Cde FROM: Cmpany Name Address City State Zip Cde STATE BANK OF CROSS PLAINS PRIMARY ACCOUNT: Accunt Number: Accunt Type: Checking Savings Ruting Number: Amunt: Ttal Funds Balance f Funds If the cmpany allws direct depsit t mre than ne accunt, I authrize t have additinal funds depsited t the fllwing accunt. (Make cpies f this frm if mre than tw accunts are needed.) STATE BANK OF CROSS PLAIN OPTIONAL SECONDARY ACCOUNT: Accunt Number: Accunt Type: Checking Savings Ruting Number: Amunt: Ttal Funds Balance f Funds Signature Date CLOSE2U crssplainsbank.cm

15 FORM C Gvernment Benefits Enrllment This frm authrizes the gvernment t depsit yur funds t yur new State Bank f Crss Plains accunt. Return this frm t yur lcal State Bank f Crss Plains ffice. Nte: All infrmatin listed n this frm must match the recrds f the gvernment. If the gvernment benefits ffice is unable t accept this frm, please request a cpy f their authrized frm. FROM: Name f persn entitled t payment (exactly as n check) Scial Security number Address (exactly as n check) City State Zip Cde Phne Number STATE BANK INFORMATION: Type f Benefits (Check One): Accunt Number: Railrad Retirement Bard (RRB) Veterans Administratin (VA) Accunt Type: Checking Savings Civil Service (CSA, CSF) Ruting Number: Please attach a cpy f yur Scial Security card, check r annual statement. If yu are a representative payee, please visit yur lcal State Bank f Crss Plains ffice. Scial Security (SSA) Supplemental Security Incme (SSI) Fr Bank Use Only: Tday s Date Branch Number Name f State Bank f Crss Plains Cntact CLOSE2U crssplainsbank.cm

16 FORM D Autmatic Payment Change Request This frm authrizes any cmpany t redirect yur autmatic payment t yur new State Bank f Crss Plains accunt. Cmplete a new frm fr each cmpany yu wish t change. Please nte sme cmpanies require up t three weeks ntice befre the change is effective. TO: Cmpany Name Address City State Zip Cde FROM: Name Scial Security number Address City State Zip Cde Accunt Number Address STATE BANK OF CROSS PLAINS INFORMATION: I pened a new checking accunt at the State Bank f Crss Accunt Number: Plains. Please redirect my autmatic payment t my new State Bank accunt. If yu are unable t accept this frm, please yur authrized frm t me at the address abve. Ruting Number: Attach a vided State Bank f Crss Plains check here. Signature Date CLOSE2U crssplainsbank.cm