SHARON SAVINGS BANK SWITCH KIT PERSONAL ACCOUNTS
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1 SHARON SAVINGS BANK SWITCH KIT PERSONAL ACCOUNTS
2 SHARON SAVINGS BANK Switch Kit Sharon Savings Bank understands that opening an account at a new bank can be time consuming and at times overwhelming. Accounts are more complicated now with electronic transactions, direct deposits and automatic withdrawals. This Switch Kit was developed to assist you in moving your banking relationship to Sharon Savings Bank. Please use the enclosed forms and checklists to organize your current banking information. Please stop by any one of our branch locations to have a Customer Service assist you. Steps: 1. Open a Sharon Savings Bank checking/savings account. 2. We strongly suggest enrolling in Internet Banking and Bill Pay. This will enable you to monitor your Sharon Savings Bank accounts at any time. Plus its FREE. 3. Stop using your current checking/savings account. Allow time for outstanding checks and debits to clear. Destroy your ATM/Debit Cards and any unused checks and deposit tickets. 4. Change your direct deposit(s) to Sharon Savings Bank 5. Change any automatic withdrawals/drafts to Sharon Savings Bank 6. Close your current checking/savings account. (After all direct deposits, checks and automatic withdrawals have cleared). If you have any questions, please contact any branch location for assistance. Darby Branch 24 Hour ATM 9 Chester Pike Darby, Pa (610) Fax Line (610) Debbie Betzala, Branch Manager Aston Branch 4956 Pennell Road Aston, Pa (610) Fax Line (610) JoAnne Lewis, Branch Manager Springfield Branch 5 E. Springfield Road Springfield, Pa (610) Fax Line (610) Michael LaBeau, Branch Manager Morton Branch 25 S. Morton Ave Morton, Pa (610) Fax Line (610) Rosemary Grosso, Branch Manager Philadelphia Branch 24 Hour ATM 1900 South Street Philadelphia, Pa (215) Fax Line (215)
3 AUTOMATIC WITHDRAWAL/DRAFT FORM Use this form to change any automatic withdrawals or drafts that you have such as your mortgage, rent, insurance, utilities, credit cards, debit cards, etc. Use one form for each automatic withdrawal that you have. (Some companies may require you to use their form.) Date: Company Name (making automatic withdrawal); Street Address: City, State, Zip Code: To Whom It May Concern: Current Withdrawal Amount: $ Date Scheduled for Withdrawal: Current Bank Name: Current Bank Routing Number: Current Account Number I hereby authorize you to stop withdrawals from the above account and begin making withdrawals from the new financial institution listed below: Financial Institution Name Sharon Savings Bank Financial Institution Address 9 Chester Pike, Darby, Pa Financial Institution Phone # Bank Routing Number Account Number: Account of Withdrawal: Date to Begin Withdrawal: Account Owner Signature Account Owner Name (please print) Street Address City, State, Zip Account Owner Telephone Number SHARON SAVINGS BANK
4 Switch Kit AUTOMATIC WITHDRAWAL/DRAFT CHECKLIST Use this checklist to organize your Automatic Withdrawals/Draft and track the status of your changes. Your automatic withdrawals/drafts may include mortgage, rent, home/renters insurance, health/life insurance, auto insurance, electric/gas, cell phone bill, membership dues, water bill, loans/car loans, or credit cards. Don t forget to stop any automatic payments for your debit cards(s) Automatic Withdrawal/Draft Company Name (making automatic withdrawal) Date Scheduled for Automatic Withdrawal/Debit Date Request Mailed/Faxed Change Completed
5 DIRECT DEPOSIT FORM Use this form to change any automatic withdrawals or drafts that you have such as your mortgage, rent, insurance, utilities, credit cards, debit cards, etc. Use one form for each automatic withdrawal that you have. (Some companies may require you to use their form.) Date: Company Name (making automatic withdrawal); Street Address: City, State, Zip Code: To Whom It May Concern: Current Withdrawal Amount: $ Date Scheduled for Withdrawal: Current Bank Name: Current Bank Routing Number: Current Account Number Other Information the Direct Depositor may require from you (Employee ID#, SSN, etc.) I hereby authorize you to stop making deposits to the above account and begin depositing to the new financial institution listed below: Financial Institution Name Sharon Savings Bank Financial Institution Address 9 Chester Pike, Darby, Pa Financial Institution Phone # Bank Routing Number Account Number: Account of Withdrawal: Date to Begin Withdrawal: Account Owner Signature Account Owner Name (please print) Street Address City, State, Zip Account Owner Telephone Number
6 DIRECT DEPOSIT CHECKLIST SHARON SAVINGS BANK Switch Kit Use this checklist to organize your Direct Deposit and track the status of your changes. Your Direct Deposits may include your payroll, social security, military pay, interest income/dividends/annuities, VA compensation, or retirement/pension income. Payee name on Direct Deposit Direct Depositor (Payor) Name Date Request Mailed/Faxed Date Request Mailed/Faxed Direct Deposit Change Completed
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