BankStar Financial

Switch Kit

Switching is as Simple as 1-2-3!

Download and print the forms below and send to the appropriate parties or stop in and one of our friendly associates will be happy to assist you.


1.  Open Your New Account


2.  Transfer Your Automatic Transactions

Complete the Simple Switch Direct Deposit Form to update your employer and/or organizations from which you receive direct deposits.

Complete the Simple Switch Automatic Payment Form to update companies who deduct monthly payments, such as bills or loan payments, automatically from your account.


3.  Close Your Old Account

Complete the Simple Switch Account Closure Form to notify your previous financial institution that you wish to close your account. Complete this step after all outstanding checks have cleared and your automatic transactions have been changed.


It's so simple!

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