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Switch Kit

Use our Switch Kit to make moving your account easier.

  1. Open your new TriStar Checking Account.
  2. Print out the Switch Kit Checklist and list all of your direct deposits and automatic payments.
  3. Print and complete the necessary amount of Automatic Payments forms and Direct Deposit requests, then send them to the appropriate establishment(s).
  4. Fill out the Account Closing Request* and mail it to your former bank.

*Some banks may not honor an account closing request sent by mail. It may be necessary to close your account in person.

Swtich Kit Forms

You will need Adobe Acrobat Reader to view the forms and requests. If you do not have Adobe you can click here to download a free copy of it.
Register for our FREE Homebuyers Education Class, March 20th, 9am until 3pm. Call 446-7100.
 
 
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