Switch Kit

Switching banks can be a hassle, but when you use The Citizens Bank's Switch Kit the change is made easy! Switching is as simple as 1-2-3.

Step 1

Visit any location of The Citizens Bank to open an account or you can apply on-line.

Step 2

Determine which of the following forms need to be completed. Our Customer Service Representatives will be happy to help in filling out the appropriate forms.

• Direct Deposit Change Request - this will assist in switching your existing direct deposits, social security, etc.) For changes to Social Security deposits call the Social Security Administration at 1-800-772-1213 or go to www.ssa.gov/deposit
• Automatic Payment Change Letter - bring a list of automatic drafts and billing statements. If statements are not available, names, account numbers, mailing address and telephone number of automatic drafts will be needed. (Example: utilities, insurance payments, loan payments, etc.)
• Close Account Letter - send letter to old bank after all outstanding items have cleared. Make sure automatic payments and deposits have been transferred to your new account at The Citizens Bank before closing the old account. (This may take several weeks.)

Step 3

Begin using your new account!

**Each institution may require its own form to be completed. This letter will allow the institution to send you the correct form needed or make contact to verify the change request is valid.