SwitchAgent Training for New Account Desk. Intro and Overview
|
|
- Rolf Hunter
- 5 years ago
- Views:
Transcription
1 SwitchAgent Training for New Account Desk Intro and Overview
2 Today s Financial Institution Challenges Financial Institutions spend on average $200 to $300 to acquire a new checking account But, for a consumer, changing primary financial institution accounts is difficult 66% of account holders nationwide would consider switching Studies have concluded that customer loyalty to financial institutions is closely tied to the perceived effort of switching financial institutions. This is an issue for both financial institutions and their account holders
3 Today s customer Challenges Consumers have an average of 4-6 pre-authorized transactions coming in and out of their primary checking account on a recurring basis But, for a consumer, changing primary financial institution accounts is difficult Who do they contact to have these transactions pull from a new account? Then, when do they contact their billers and depositors to make sure that their transactions continue without interruption? Because of these issues, often times consumers won t move
4 What is a pre-authorized transaction? A recurring transaction that you have pre-approved, usually by providing a voided check or providing checking account information. Examples: Direct deposit, utility bills, and car insurance Bill pay transactions are not pre-authorized. Companies with pre-authorization set up Example: Direct Deposit, Utility Bills, Car Insurance The company takes funds directly from the consumers financial institution account Consumer checking Account
5 How does Deluxe SwitchAgent address the issue? SwitchAgent, from Deluxe, is the only automated concierge service in the United States that proactively facilitates the transfer of pre authorized transactions (both bills and deposits) by: Gathering account information from customer using Deluxe customer care center Notifying billers and employers of account information changes Sending balance of account transfer notification to customer s former financial institution to facilitate the closure of customer s old account
6 1 2 Process Overview Service offered in Branch, Consumer Authorizes 3 4 FI faxes signed Switch Authorization to Deluxe Consumer contacted, switch information collected Personalized switch schedule sent to customer and notifications sent to billers and depositors
7 Branch Duties 1. Each time you are opening a new consumer account, state: Let s talk about moving your automatic payments to your new account. 2. Go to (insert form location) and open the SwitchAgent customer authorization form.
8 3. Enter in all required customer information, including appointment time Note: While addresses are not required, providing a valid address will ensure the consumer will be sent updates on their account switch status. Customer addresses will not be used for marketing purposes. 4.Print authorization form Branch Duties
9 5. Get customer signature Branch Duties 6. Fax signed authorization form to Deluxe at Provide SwitchAgent worksheet (from your folder) to customer
10 Deluxe Duties 1. Contact the account holder during selected appointment time 2. Deluxe contact billers and depositors to change their records to the customers new account 3. Provide account holder with a personalized switch schedule
11 The Result Deluxe distributes notifications on your customers behalf to change records to the their new account number with your financial institution. Your customer has smoothly transitioned their banking activity to your financial institution and establishes a new primary financial institution relationship!
12 Additional Questions? For financial institutions: SwitchAgent Hotline: For consumers: SwitchAgent customer Service:
Switch Kit Checklist. Remember, East Idaho Credit Union is here to assist every step of the way. Stop by your local EICU branch today and let us help.
Switch Kit Checklist Switching your automatic payment and withdrawals from your old financial institution to your new East Idaho Credit Union account is easier than you think. Sim[ply follow these three
More informationPERSONAL BANKING FORMS INCLUDED QUICK SWITCH CHECKLIST
PERSONAL BANKING SWITCH KIT At FirstBank & Trust, we are committed to making your switch an easy one. Stop into any one of our branches and we ll help you make the changes. You may also use this form to
More informationGetting Started. Did You Know?... Identify the automatic deposits and deductions that you'll be switching to FIDELITY BANK.
Simple Switch Kit Getting Started Identify the automatic deposits and deductions that you'll be switching to FIDELITY BANK. 1. Your Fidelity Bank Personal Banker is at the Branch Branch phone number is.
More informationSwitching Made Hassle-free We ve made switching to Sanford Institution for Savings easier.
Switching Made Hassle-free We ve made switching to Sanford Institution for Savings easier. We understand that your time is important. Sanford Institution for Savings wants to make switching your relationship
More informationShred all checks, deposit slips and debit cards for your old account. 831 Middle St. Bath, ME 04530
Switch Kit Checklist Welcome to Midcoast Federal Credit Union! Please take advantage of this Switch Kit to aid you in moving your accounts to the Credit Union. The Switch Kit will help you organize the
More informationSwitch Kit. A simple, step-by-step guide for switching to First Commons Bank
Switch Kit A simple, step-by-step guide for switching to First Commons Bank Come into one of our branches; enjoy a cup of coffee while we help you... n Open your new account n Streamline changing your
More informationGRAND SAVINGS BANK S SWITCH KIT
GRAND SAVINGS BANK S SWITCH KIT WORKSHEET: THIS WORKSHEET IS FOR YOUR RECORDS ONLY. THIS WORKSHEET WILL HELP YOU COLLECT AND KEEP INFORMATION NEEDED FOR SWITCHING YOUR ACCOUNT Account(s) To Close: This
More informationSwitch to. What Can We DO for You Today? Welcome to First Liberty National Bank
Switch to Welcome to First Liberty National Bank First Liberty National Bank have been serving the surrounding communities since 1913 with the mission of providing superior sources of financial solutions
More informationBB&T Switch Frequently Asked Questions
Your personalized BB&T Switch Kit has been created. This packet contains the following information to help make your switch to BB&T easy: Customized forms A Switch Kit checklist An online bill payment
More informationTo redirect your direct deposits to your Biddeford Savings account.
Switch Kit Switching your account is Quick and Easy! Our step-by-step switch kit allows you to organize and begin switching your account TODAY! Need help? Call or stop by your nearest branch and we ll
More informationBank of Canton Switch Kit
Bank of Canton Switch Kit Making a change has never been easier Switching banks doesn t have to be a hassle. We make it as effortless as possible, with a Switch Kit that includes everything you need to
More informationBUSINESS BANKING SWITCH KIT
BUSINESS BANKING SWITCH KIT Welcome to Gateway Bank Whether you need a checking or savings account, a loan to get started or expand, or a safe, reliable way to accept customer credit cards, we can help.
More informationMAK E THE SWITCH. Member FDIC
MAK E THE SWITCH Member FDIC THE HASSLE FREE SWITCH KIT If you think it s going to be a hassle to switch from your current financial institution to Inter National Bank, we have some great news! We make
More informationStep 4 Transfer any automatic payment(s) to NBC. Complete the Automatic Payment Form for each recipient (page 6) make copies as needed.
Print this form, fill out and bring it with you to any of our National Bank of Commerce branches. (See page 8 for locations.) Let s make this official. Welcome to the bank that you belong with. Switching
More informationSWITCH KIT. Allegacy is federally insured by NCUA and is an Equal Housing Lender.
SWITCH KIT Allegacy is federally insured by NCUA and is an Equal Housing Lender. Thank you for choosing Allegacy. Unlike your bank, Allegacy is a not-for-profit organization. Everything we do is in the
More informationMAKE THE SWITCH JOIN THE COMMUNITY. Make the. Switch Kit
MAKE THE SWITCH JOIN THE COMMUNITY Make the Switch Kit Switch banks in a few easy steps. Switching banks doesn t have to be a hassle. You re looking at United Community Bank s Switch Kit, containing everything
More informationTHE PEOPLES BANK OF MULLENS MAKING CHANGES HAPPEN
THE PEOPLES BANK OF MULLENS MAKING CHANGES HAPPEN TWO FULL SERVICE LOCATIONS MULLENS & PINEVILLE MULLENS PO BOX 817 200 FIRST STREET MULLENS, WV 25882 PHONE: (304) 294-7115 FAX: (304) 294-7147 PINEVILLE
More information*If you like automatic payments, consider Penn State Federals Bill Pay service, it s free with a Freedom Checking account.
Getting Started Whether you prefer on-line, in person, or on your own, makes switching your account a breeze. Switching to Penn State Federal is the best thing you could do for yourself...and your money.
More informationCBandT.com The Switch Kit
502.259.2000 CBandT.com 502.633.1000 The Switch Kit Revised May 2013 The Switch Kit Switching to Commonwealth Bank & Trust Company is easy with The Switch Kit. 1 2 3 4 Open your new Commonwealth Bank &
More informationUnited Roosevelt Savings Bank Switch to URSB Kit
United Roosevelt Savings Bank Switch to URSB Kit Make banking with us more convenient by following these simple steps. We can assist you in opening an account today at United Roosevelt Savings Bank. Come
More informationSWITCH AND SAVE PACKET
SWITCH AND SAVE PACKET Making the Switch from your current financial institution to the Clarence Community & Schools FCU is a breeze. Follow our step-by-step, easy to follow directions to help make your
More informationWe Make Switching 100 Times Better
Switch Kit It s Easy to Switch Banks Checking Accounts Savings Accounts Money Market Accounts Certificates of Deposit Online Banking Check Cards IRAs We Make Switching 00 Times Better Centennial Bank makes
More informationSF318MAY2018 Page 1 of 5. Authorisation for a Manual Transfer to a Current Account ( Transfer )
Authorisation for a Manual Transfer to a Current Account ( Transfer ) Use this Form to transfer to a Nationwide current account from one of the following: a current account with another UK bank or building
More informationTHE HASSLE FREE SWITCH KIT
Switch Made Easy THE HASSLE FREE SWITCH KIT If you think it s going to be a hassle to switch from your current financial institution to Salem VA Credit Union, we have some great news! We make it easy for
More informationOPEN YOUR NEW ACCOUNT. Apply online in minutes or visit your local branch to open your new DuPont Community Credit Union account.
Make Your Move SWITCH YOUR CHECKING ACCOUNT TO DCCU You can make the move to DuPont Community Credit Union in three easy steps. Everything you need is provided in this Switch Kit, including helpful tips
More informationGetting Started. Easy as 1-2-3
Getting Started Whether you prefer on-line, in person, or on your own, makes switching your account a breeze. Once we receive your information, we do the rest. Switching to Penn State Federal is the best
More informationUnion Community Bank Switch Kit
Helping make the switch Union Community Bank Switch Kit Welcome to Union Community Bank we re so happy to have you with us. Everything you need for a quick and easy switch to Union Community Bank is right
More informationThe Homestead Switch Kit
The Homestead Switch Kit People First. Since 1922. www.stlandryhomestead.com Business or Personal Banking Interested in switching your accounts to St. Landry Homestead but not sure how to get started?
More informationThe Peoples Bank Business Switch Kit
Member FDIC The Peoples Bank Business Switch Kit The Peoples Bank is a locally owned community bank. Our focus is on you and the Peoples Bank community in which you live and do business. Seasoned banking
More informationFORMS INCLUDED QUICK SWITCH CHECKLIST
At Premier Valley Bank, we are committed to making your switch an easy one. Stop into any one of our offces and we ll help you make all of the changes. Or use this form to make one or all of the changes
More informationGet Started: Complete the Switch Kit to gather the information you ll need to make the switch to Litchfield Bancorp.
Would you like to switch your accounts to Litchfield Bancorp, but not sure how to begin? With the Switch Kit, opening your new account is easy! Just follow these simple steps, print the forms you need
More informationIndiana Farmers Billing FAQs
1. What pay plans do you offer? We offer annual, semi-annual, quarterly, and monthly billing. 2. Do any of the pay plans have billing fees? Our monthly billing plan is the only pay plan that has a service
More informationF REQUENTLY A SKED Q UESTIONS
Consolidated Banking F REQUENTLY A SKED Q UESTIONS 1 What do I do to start a new year with Consolidated Banking? All users should log into SinglePoint; make sure passwords work; and entitlements are correct.
More informationBank of Canton Switch Kit
Bank of Canton Switch Kit Making a change has never been easier Switching banks doesn t have to be a hassle. We make it as effortless as possible, with a Switch Kit that includes everything you need to
More informationPersonal Account Switch Kit
Personal Account Switch Kit Welcome to Nthern State Bank of Virginia! We are pleased you have chosen us to serve your banking needs. We understand that it s not always simple to switch a banking relationship.
More informationWelcome to Thomaston Savings Bank
Welcome to Thomaston Savings Bank Thank you for considering Thomaston Savings Bank for your banking needs. Since 1874, we have been dedicated to providing quality products and exceptional service to our
More informationBusiness Banking Switch Kit
Business Banking Switch Kit Follow these easy steps to move your business banking relationship to FCB: 1. Open an FCB business checking account if you have not done so already. Complete the FCB Business
More informationWELCOME TO THE AMERICAN NATIONAL BANK
WELCOME TO THE AMERICAN NATIONAL BANK SIMPLE SWITCH - Five simple steps to move to your new financial home! 920.885.2700 www.anbnet.com banking@anbnet.com WELCOME TO THE AMERICAN NATIONAL BANK Thank you
More informationBusiness Current Account Switch Agreement
Business Current Account Switch Agreement Service Conditions 1. The Current Account Switch Service 1.1 The Current Account Switch Service Guarantee is issued by us after you have consented to this Agreement
More informationWelcome to. Consumer Account Switch Guide
Welcome to Consumer Account Switch Guide Electronic Transaction Checklist Electronic Credits: List all electronic credits to your business account(s). Credit Type Payroll Social Security Unemployment Retirement
More informationThinking about switching to Reading Cooperative Bank?
Thinking about switching to Reading Cooperative Bank? Transfer your accounts using this Switch Kit. There has never been a better time to switch to Reading Cooperative Bank. Here, we treat you like you
More informationSIMPLE SWITCH KIT MyBank.com/switch
SIMPLE SWITCH KIT 1-888-692-2654 MyBank.com/switch Simple Switch Kit Checklist Welcome to First United Bank & Trust! This Simple Switch Kit has been developed to provide you with the tools you need to
More informationis becoming Welcome to the First Mid family! CUSTOMER GUIDE
is becoming Welcome to the First Mid family! CUSTOMER GUIDE Information in this Customer Guide Conversion Weekend Snapshot.... 1 Frequently Asked Questions... 2-16 General Information... 2-4 Deposit Accounts...
More informationSwitching Your Account to us. A guide to the Current Account Switch Service
Switching Your Account to us A guide to the Current Account Switch Service Introduction Now you are switching to us, we will handle everything for you in 7 working days from the date your account is opened
More informationSwitch Kit. Account. STEP 1. Open your new Apple Bank account. STEP 2. Stop using your old checking account.
Switching your account to Apple Bank is fast and easy. Use the convenient forms in this package to get started. To begin, follow the three easy steps below. STEP 1. Open your new Apple Bank account. Please
More informationit s easy to make the switch.
it s easy to make the switch. Open New Accounts Your first step is to open your new savings account with Democracy FCU. Once this account is in place, you have access to all of our benefits and other accounts,
More informationSwitch Kit. Be sure to leave sufficient funds in your former account to cover any outstanding checks and automatic payments.
Switch Kit We re making it quick and easy to switch banks with the new AmeriServ Switch Kit. We give you all the tools you need to move your bank account to AmeriServ as easily as possible. Just follow
More informationSection 125/FSA Set-up Form
Full legal name of the Employer: Effective : Section 125/FSA Set-up Form Plan Year: Begins (mm/dd): Ends (mm/dd): Is first year a short Plan Year? Yes No If yes, please provide: Start : End : Do you currently
More informationSwitch Kit. 2 Kelli Court PO Box 191 Clinton, IL firstnbtc.com Member FDIC
Switch Kit 2 Kelli Court PO Box 191 Clinton, IL 217.935.2148 firstnbtc.com Member FDIC Switch Checklist Use this checklist to identify all payments connected to your account. Automatic Deposits Payroll
More informationFlip the SWITCH for Better Banking
Flip the SWITCH for Better Banking Welcome to! Leaving your current bank doesn t have to be a hassle. Our provides you with the tools needed to move your account(s) to with ease. Simply follow the instructions
More informationIT S SO EASY TO SWITCH
IT S SO EASY TO SWITCH Regions Bank Switch Kit When was the last time you heard someone say, I love my bank!? You might be tempted to utter those words once you switch to Regions Bank. That s because Regions
More informationBUSINESS EZCHANGE CHECKLIST
BUSINESS EZCHANGE CHECKLIST Now that you ve made the move to Nevada Bank, you ll want to be sure all of your previous direct deposits and automatic payments are redirected to your new Nevada Bank account.
More informationSimple Switch Kit. LionBank.com
Simple Switch Kit LionBank.com Switch Kit Standards - Georgia As Fidelity employees, we are happy to assist our customers' transition to their new account, making it as easy as possible by doing the following:
More informationAccount Switching Worksheet
Account Switching Worksheet Collect the statements for those companies using direct deposit or automatic payment. Enter the information for these companies below so you have an easy reference while your
More informationSwitch to Tioga State Bank
Switch to Tioga State Bank It s Quick and Easy... Just print the forms below and follow these instructions. Step 1: Complete our New Account Information Form so we ll have what we need to open your account(s).
More informationSWITCHING IS EASY. Switch Kit. A simple solution to transfer your accounts and services.
Switch Kit A simple solution to transfer your accounts and services. SWITCHING IS EASY Page 1 Switch Kit Make the Move Moving your account to SESLOC Federal Credit Union is easy when you follow the steps
More informationThe Auto Claim Experience and Accident Worksheet
The Auto Claim Experience and Accident Worksheet Personal Risk Services We will help you through the auto claim process quickly and efficiently, with professionalism and compassion. Here When You Need
More informationBusiness Banking Information. Account Transfer Service
Business Banking Information Account Transfer Service Business Banking Information Switch your business accounts to Santander in two simple steps 1. Complete the forms inside 2. Let our Account Transfer
More informationHSBC Loyalty Cash ISA. Tax-free savings
HSBC Loyalty Cash ISA Tax-free savings 2 What s in this guide What is an ISA? 3 How much can I pay into an ISA? 3 Our Loyalty Cash ISA 4 How our Loyalty Cash ISA works 5 Ready to apply? 6 Transferring
More informationWebsite: CommunityChoiceCU.com Phone: ABA routing number:
Your Switch Kit Website: CommunityChoiceCU.com Phone: 877.243.2528 ABA routing number: 272079021 Six steps to easily move your account to Community Choice Credit Union Utilize this switch kit to easily
More informationNew Account SWITCH KIT (rev Dec 2014) SWITCHING MADE EASY. Welcome To Progressive Ozark!
New Account SWITCH KIT (rev Dec 2014) SWITCHING MADE EASY Welcome To Progressive Ozark! Thank you for choosing Progressive Ozark! Our financial professionals are ready to serve you with the exceptional
More informationNew Account Information. Easy Switch Kit Simple, Quick, Easy
New Account Information Easy Switch Kit Simple, Quick, Easy Switch Kit. the little bank makes switching your accounts easy. Just read this easy Switch Kit and follow our simple five (5) step process. We
More informationPay no monthly service charge. PLUS, get additional time to make a deposit and avoid overdraft fees.
Pay no monthly service charge. PLUS, get additional time to make a deposit and avoid overdraft fees. Key Benefits: No monthly service charge No minimum balance required No minimum deposit to open the account
More informationApproval Levels Core-CT 9.1 uses three levels of approvals for credit bills and bills with credit lines:
In Core-CT 9.1 all credit bills and bills with a credit line must be approved before they can be processed through the Finalize and Print Invoices process. If the Reason Code used in creating the Credit
More informationThis is a two step process, if both steps are not done; the direct deposit will not work.
Direct Deposits Setting up a new Direct Deposit This is a two step process, if both steps are not done; the direct deposit will not work. STEP 1 1. Go to Employee Scheduled E/Ds and Click on the Direct
More informationTired of Being Chained
Tired of Being Chained Tired of being treated like one of the crowd? Tired of your banker asking for your name? People change banks for many different reasons. Whether you've moved, changed jobs, or maybe
More informationPopular Policy Reports
Popular Policy Reports Applied Epic Product Webinar Webinar Topics: Obtaining a list of customers sorted by highest premium Factors that impact premiums on the Book of Business Reports Book of Business
More informationMINNESOTA QUICK SWITCH CHECKLIST FORMS INCLUDED
MINNESOA K & RUS 7701 France Avenue South, Suite 110 Edina. MN 55435 At Minnesota Bank & rust, we are committed to making your switch an easy one. Stop into our office and we ll help you make all of the
More informationLogix Federal Credit Union October 1, 2017
Logix Federal Credit Union October 1, 2017 IMPORTANT INFORMATION ABOUT SAME-DAY PAYMENTS NOTICE OF IMPORTANT CHANGES TO OVERDRAFT DISCLOSURES AND ANNUAL DISCLOSURE NOTICE SAME-DAY PAYMENTS As our financial
More informationLEARN ABOUT YOUR CHECKING
LEARN ABOUT YOUR CHECKING Your Checking is simple. There s just one checking account to choose from; the way you use it makes it unique to you. What s free? No monthly fee No minimum balance Four free
More informationBANK OF ADVANCE SWITCH KIT
CLOSURE CHECK LIST Make sure all checks have cleared on your checking account. Give your Bank of Advance teller a copy of your last bank statement so automatic deposits, withdrawals and bill payment items
More informationHartford Funds Automatic Investment Form
Purpose To initiate an automatic investment program from your bank. Section A - Account Information Owner Name Telephone Number Account Number Physical Address (P.O. Boxes not allowed) City State ZIP Code
More informationSOUTHCOASTBANKANDTRUST.COM 1500 NEWCASTLE STREET BRUNSWICK GA, MIDWAY SQUARE ST. SIMONS ISLAND GA, 31522
912.264.8887 SOUTHCOASTBANKANDTRUST.COM 1500 NEWCASTLE STREET BRUNSWICK GA, 31520 60 MIDWAY SQUARE ST. SIMONS ISLAND GA, 31522 It s Easy To Flip The Switch To A Better Banking Experience This switch kit
More informationTake advantage of convenient Lake City Bank services like Internet
Open a new Lake City Bank checking account at any one of our convenient office locations or online at www.lakecitybank.com. Stop using your old checking account. But don t close your old checking account
More informationPutnam Tax Account 11/17/2015
Putnam Tax Account 7 Putnam Tax Accounts Tax account: Money market at Putnam Investments offers free checking, unlimited check writing, no minimum balance requirements and there are no fees for checks.
More informationWelcome to New Tripoli Bank and thank you for the confidence you have in us.
Welcome to New Tripoli Bank and thank you for the confidence you have in us. Our Switch Kit provides: Five easy steps to move your accounts to New Tripoli Bank An Automatic Deposit Authorization Form An
More informationSUB-PART OF CONSUMER MEMBER ACCOUNT AGREEMENT EFFECTIVE OCTOBER 20, 2017
SUB-PART OF CONSUMER MEMBER ACCOUNT AGREEMENT EFFECTIVE OCTOBER 20, 2017 OVERDRAFT POLICY DISCLOSURE The Bethpage Overdraft Policy describes circumstances when we (the credit union) may, at our sole discretion,
More informationSWITCH KIT making the switch to LFCU.
SWITCH KIT making the switch to LFCU. Why switch to Latah Federal Credit Union? We offer a variety of financial products and services that will make your busy life, so much easier! We offer low rate Auto,
More informationConvenience Services.
Convenience Services www.ncsecu.org Convenience Services To efficiently serve members, State Employees Credit Union (SECU) offers a variety of convenience services. Branch Offices Branch offices are located
More informationSwitching Your Account to us
Switching Your Account to us A guide to the Current Account Switch Service Introduction Now you are switching to us, we will handle everything for you in 7 working days from the date your account is opened
More informationNAEFCU Switch Kit. Switch Kit Checklist. Switching to NAE Federal Credit Union is easy! Three Simple Steps to Switch
NAEFCU Switch Kit Switching to NAE Federal Credit Union is easy! NAE Federal Credit Union has made moving your accounts fast and convenient with our Switch Kit. All the letters and forms you will need
More informationHSBC CREDIT CARDS FAQs
HSBC CREDIT CARDS FAQs Section 1: Application Q: What HSBC Credit Cards may I apply for? A: You may apply for an HSBC Gold Visa Cash Back, HSBC Platinum Visa or HSBC Red MasterCard credit card. If you
More informationYour account charges explained
Your account charges explained 2 Contents Our Business Banking current accounts 2 Our accounts for not-for-profit organisations 2 Our general accounts in more detail 3 Our 5 Fixed Fee account plans 3 Day-to-day
More informationChange account information on existing Pre-Authorized Rent Payment Plan (Direct Debit)
Pre-Authorized Rent Payment Plan (Direct Debit) PURPOSE OF THIS FORM with deadlines for submitting the form Please select one of the following: Apply for the Pre-Authorized Rent Payment Plan (Direct Debit)
More informationInformation Memorandum Transmittal
Seniors and People with Disabilities Information Memorandum Transmittal Jane-ellen Weidanz Number: SPD-IM-05-087 Authorized Signature Issue Date: 11/02/2005 Topic: Medical Benefits Subject: MMA Transmittal:
More informationIMPORTANT ACCOUNT INFORMATION FOR OUR CUSTOMERS from. Union State Bank 545 Main Street Everest, KS (785)
IMPORTANT ACCOUNT INFORMATION FOR OUR CUSTOMERS from Union State Bank 545 Main Street Everest, KS 66424 (785)548-7521 ELECTRONIC FUND TRANSFERS YOUR RIGHTS AND RESPONSIBILITIES Indicated below are types
More informationMaking the switch is easy. Welcome to Bank of Oklahoma.
Making the switch is easy. Have you thought about changing banks? If you re like most people, then the answer is yes. Maybe you recently relocated, switched jobs or perhaps your bank just isn t providing
More informationCurrent Account Switch Service:
Current Account Switch Service: Your guide to switching your current account to us Building Society Switch your current account to Nationwide in just 7 working days Does the thought of switching current
More informationHow to process midterm endorsements with
How to process midterm endorsements with Travelers next generation small business quoting platform is an evolution in productivity for endorsing small business policies. Easy navigation The system is intuitive;
More informationREPORTING AND RECONCILIATION USER MANUAL FOR FINANCIAL INSTITUTIONS
REPORTING AND RECONCILIATION USER MANUAL FOR FINANCIAL INSTITUTIONS VERSION DATE 4/4/2013 Document Version Information Document Version Number: 1.4 Last Updated: 4/4/2013 Document Release Notes Date Version
More informationCheck conversion is the process of converting a consumer check payment into an electronic payment.
J&B SOFTWARE ARC - FAQ ARC Frequently Asked Questions & Answers Q: What is check conversion and how does it work? Check conversion is the process of converting a consumer check payment into an electronic
More informationSWITCH TO FIRST CENTURY BANK. It s not as hard as you think.
SWITCH TO FIRST CENTURY BANK It s not as hard as you think. (Page Left Blank Intentionally) Our Mission Our mission is clear, service the financial needs of the community and our customers. In doing this,
More information2 With today s busy lifestyles, direct deposit can save you time and allow easy access
The Credit Union recognizes that changing financial institutions can be a frustrating challenge. Setting up direct deposit, setting up your payees in Bill Pay and closing you old accounts can sometimes
More informationA guarantee you can count on
Automated Premium Monitor Client guide A guarantee you can count on Protection for your policy Everyone forgets things now and then, such as paying the premium on a life insurance policy. But a minor oversight
More informationSWITCH KIT. Four easy steps to complete your switch to Credit Union of America CUofAmerica.com. Federally Insured by NCUA
Federally Insured by NCUA We understand that breaking up with a financial institution can be difficult, and we want to make your switch to CUA as easy as possible. Complete the following information and
More informationHelpful Hints When Switching To
Helpful Hints When Switching To Information Needed will be glad to mail all forms for you. We will need the forms completely filled out to ensure the changes are made as soon as possible. Be sure to have
More informationwe make switching easy.
switch kit Fitzsimons Credit Union Routing Number : 302075458 Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit
More information2. Joint account This account cannot be held with anyone else (please see 1. Eligibility for details about accounts held by a trustee).
Page 1 of 4 Please keep for future reference Call in to any Santander branch Call us on 0800 9 123 123 Mini Current Account santander.co.uk Key Facts Document (including Financial Services Compensation
More information2015 rates for New Jersey consumers will be effective January 1, 2015
Great news! Announcing 2015 New Jersey rate information for AARP Medicare Supplement Insurance Plans 2015 rates for New Jersey consumers will be effective January 1, 2015 Read on for important details
More informationwith the support of Everyday Banking An easy read guide March 2018
with the support of Everyday Banking An easy read guide March 2018 Who is this guide for? This guide has been designed to help anyone who might need more information about everyday banking. We will cover
More information