Easy Switch Kit
Switch Your Accounts With Ease
If you think that it's going to be a hassle to switch from your current financial institution to Heartland Bank, we have some great news. At Heartland Bank, we make it easy for you to change your checking account.
Step 1- open your new Heartland Bank Account
We offer a full range of checking account options to meet your financial needs.
Step 2- Switch over your automatic transactions
You will need to notify the companies that handle your automatic deposits and withdrawals of your change. The attached forms will help with your notification and we'll be happy to help you with any of these forms.
Examples of automatic withdrawals include:
- Mortgage
- Insurance
- Utility Companies
- Telephone or Cell Phone
- Cable and Satellite companies
Examples of Automatic Deposits include:
- Payroll
- Retirement or Pension
- Social Security
- Veterans Benefits
Step 3- Close your previous checking account
Once all of your outstanding transactions have cleared, and your direct deposits and withdrawals have been transferred to your new Heartland Bank account, you can close your previous account.
To help you make the switch, we have included forms to make your transition easier you may use these forms to close your checking account(s) and change your direct deposit and automatic withdrawals. Print as many of these forms as you need. If you need help completing any item, just stop by or give us a call.
