Switch Kit

Ready to make the switch to local, reliable banking services that grow with you? It’s easy to transplant your accounts to Silver Crest Bank Get started online now. Then stop in and make the switch in just 15 minutes!

Step 1: Complete the easy-to-use New Customer Application form.

Step 2: Come in and open your new Silver Crest Bank accounts.

Note: You’ll need two forms of ID. One must be a picture ID.

You’ve made the switch…. Now what?

If you’re comfortable handling the details on your own, we’ve provided all the forms and instructions below to close your old account and switch direct deposits and automatic payments to your new Silver Crest Bank account.

Or come in and sit down. We’ll get the forms ready for you and guide you through the process. It’s that easy!

Here’s what you need to do:

Stop using your old accounts. Leave old accounts active long enough for outstanding checks and automatic withdrawals to clear. This can take several weeks.

Move direct deposits to your new account. Print and complete the Change Direct Deposit form and mail it to companies who make direct deposits on your behalf. These may include:

• Your employer
• The company that handles your retirement or pension payments
• The Social Security Administration

Transfer automatic payments and debits to your new account. Print and complete the Change Automatic Withdrawal form and mail it to direct automatic payments to your new account. These may include:

• Mortgage company
• Insurance companies (homeowners, auto, life)
• Utility companies (gas, electric, water)
• Telephone/cell phone company
• Cable company

Close your old account. Print and complete the Close Account form to send written request to your previous bank. If you have a balance after your checks and automatic withdrawals clear, your previous bank will send you a check for the remaining balance.

Note: When you’re sure your old account is inactive, destroy all checks, ATM/debit cards, and deposit slips associated with that account.

Questions?

We’re happy to help. Contact a Silver Crest Bank representative now

Thank you for switching to Silver Crest Bank

* To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: when you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may ask to see your driver’s license or other identifying documents. In all cases, protection of our customers’ identity and confidentiality is Silver Crest Bank’s pledge to you.