simple stress-free steps to moving your checking account 1 open your new account 2 close your old accounts 3 First, open a new account with Bank of American Fork (use form #1). We ll explain your choices of bank cards, checks, online banking options, and much more. Please bring a valid form of identification and a copy of a recent statement of the account you re closing. For answers to any additional questions, please contact customer service at 800-815-bank. Leave your old accounts with your previous institution active long enough to allow outstanding checks and automatic withdrawals to clear (a few weeks). When all transactions have cleared, request that your account balance be sent to you (use form #2). Destroy your old blank checks, deposit slips, and ATM/debit cards. If you have outstanding balances on your previous bank s credit or debit cards, or overdraft protection, you should arrange for repayment with your old bank. transfer automatic deposits to your new account Fill out form #3 and give it to your employer or benefactor to authorize automatic deposits to your new account. transfer automatic withdrawals to your new account We ll help you prepare the forms to transfer your automatic transactions (use form #). We can even make telephone calls while you are in our office to make sure the transfer is handled quickly and accurately. Consider using a checklist, like the one below, to keep track of people you may need to contact: Direct Deposit Your employer s human resources department Your retirement or pension plan company Social Security Administration (800-772-1213) Veterans Administration (800-827-1000 or 801-52-595) Veterans Direct Deposit Utah State Retirement VA Insurance Automatic Withdrawals from Your Account Mortgage company Homeowner s insurance Auto insurance Life insurance Other Questar (801-32-5000) CenturyLink (800-91-0118) Comcast (800-comcast) Rocky Mountain Power (888-221-7070) Automatic Charges to Your Old Debit or Credit Cards Utility companies Telephone company Cable company Other you re done! it was easy! Welcome to the Bank of American Fork family. We hope you ll take advantage of all the great products and services we offer. We re pleased to have you as our customer! Don t hesitate to let us know if we can be of further help. For online information about accounts available at Bank of American Fork, or to apply for an account online, visit us at www.bankaf.com.
step 1 New Account Information PRIMARY APPLICANT S NAME (AS IT APPEARS ON IDENTIFICATION) SOCIAL SECURITY NUMBER ID # (I.E. DRIVER S LICENSE) HOME ADDRESS HOME PHONE WORK PHONE CELL PHONE E-MAIL OF BIRTH OCCUPATION Additional Info AGE MOTHER S MAIDEN NAME EMPLOYER
2 Closing Old Account BANK WHERE ACCOUNT IS BEING CLOSED BANK ADDRESS Please close my account,, 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 at Thank you. Sincerely, SIGNATURE CO-SIGNER SIGNATURE NAME (Please print) CO-SIGNER NAME (Please print) ADDRESS
3 Direct Deposit Transfer / Enrollment TO THE CUSTOMER Please complete this form, down to and including your signature in the box below. Then give it to your employer or benefactor. Direct deposit will be effective as soon as your employer s or benefactor s information is updated. Make additional copies of this form as needed. NAME OF EMPLOYEE OR BENEFICIARY SOCIAL SECURITY # HOME TELEPHONE ADDRESS OTHER INFORMATION YOUR EMPLOYER OR BENEFACTOR MAY NEED (EMPLOYEE ID#, ETC.) Type of Deposit (Check one) PAYROLL RAILROAD RETIREMENT BOARD SOCIAL SECURITY OTHER SUPPLEMENTAL SECURITY INCOME NAME OF EMPLOYEE OR BENEFACTOR ADDRESS Please discontinue making direct deposits to the following account: PREVIOUS BANK BANK ROUTING NUMBER Instead, please make direct deposits to my new account: 12301025 NEW BANK BAF ROUTING TRANSIT NUMBER NEW BAF ACCOUNT NO. If you have any questions about this request, please contact me during the DAY EVENING at I hereby authorize the company or organization listed above to credit my Bank of American Fork deposit account here identified, on the dates and for the amounts identified in my agreement with said company or organization. I acknowledge that the origination of ACH transactions to my account must comply with the provisions of U.S. law. I may revoke the authorization by notifying said company or organization in writing. SIGNATURE OF EMPLOYEE/BENEFICIARY TO THE EMPLOYER Bank Address Bank of American Fork 33 East Main Street American Fork, Utah 8003 Here is the information you ll need to electronically credit the account of the customer referenced above. Please contact the branch contact person listed below if you have any questions. BRANCH Account Type CHECKING SAVINGS BRANCH CONTACT PERSON TELEPHONE
Automatic Withdrawal Authorization TO THE CUSTOMER Please complete this form, down to and including your signature in the box below. Then give it to the company that you want authorized to make automatic withdrawals from your account. Automatic withdrawals will be effective as soon as the company s information is updated. Make additional copies of this form as needed. NAME OF CUSTOMER CUSTOMER S TELEPHONE CUSTOMER S MAILING ADDRESS NAME OF COMPANY MAKING AUTOMATIC WITHDRAWALS COMPANY S ADDRESS Please discontinue withdrawing $ for my payments to AMOUNT CUSTOMER S on the of each month from the following account: DAY PREVIOUS BANK BANK ROUTING NUMBER Instead, please make the above withdrawals from my new account: NEW BANK 12301025 BAF ROUTING TRANSIT NUMBER NEW BAF ACCOUNT NO. If you have any questions about this request, please contact me during the DAY EVENING at I hereby authorize the company or organization listed above to debit my Bank of American Fork deposit account here identified, on the dates and for the amounts identified in my agreement with said company or organization. I acknowledge that the origination of ACH transactions from my account must comply with the provisions of U.S. law. I may revoke the authorization by notifying said company or organization in writing. CUSTOMER S SIGNATURE TO THE PAYEE Bank Address Bank of American Fork 33 East Main Street American Fork, Utah 8003 Here is the information you ll need to electronically debit the account of the customer referenced above. Please contact the branch contact person listed below if you have any questions. BRANCH Account Type CHECKING SAVINGS BRANCH CONTACT PERSON TELEPHONE