Fillable Getting Started Making the switch to better banking

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Getting Started Making the switch to better banking

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The Getting Started Making the switch to better banking form is 4 pages long and contains:

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  • 4 check-boxes
  • 45 other fields

Country of origin: OTHERS
File type: PDF

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SWITCH KIT
Page 1 of 4
Open your new account.
Apply online in minutes or visit your local branch
to open your new PathFinder Bank account(s).
Switch your direct deposits and automatic withdrawals.
If you have any automatic transactions, use the provided forms to seamlessly switch
them to PathFinder Bank.
Close your old account.
Now you’re ready to switch. Simply ll out the provided form to close your old account.
Any remaining account balance will be transferred to PathFinder Bank.
1
2
3
Making the switch to better banking today!
Y
ou can make the move to PathFinder Bank in three easy steps. Everything you’ll need is provided in this
handy Switch Kit. You can bring the completed forms to your local branch. We can’t wait to welcome you to
PathFinder Bank, where you’ll enjoy a better experience for all your banking needs!
Getting Started
SWITCH KIT
Page 2 of 4
Direct Deposit Authorization
You can use your keyboard to ll out this form online, or you can print the form and complete it by hand.
Company or Employer:
Address:
City, State, Zip:
Phone Number:
Employee ID:
Notication of Direct Deposit Authorization Change
Eective immediately, please deposit the net amount of my check to my PathFinder Bank
account. I authorize (name of depositor)
to automatically deposit funds into the account below. This authorization shall remain in
place until I have submitted a new authorization, or until this authorization is changed or
revoked by me in writing.
Signature:
Name:
Address:
City, State, Zip:
Phone Number:
(if applicable)
Date:
Direct Deposit Checklist:
Payroll
Investments
Retirement Plans
Social Security
Use this form to authorize your employer, retirement and pension funds, or any other agency to deposit your payment directly into
your PathFinder Bank account. Use one form for each direct deposit.
Use this list to remember all
your direct deposits you need
to transfer. These are the most
common direct deposits.
Place an X next to your desired option.
Net amount to PathFinder Bank CHECKING
Net amount to PathFinder Bank SAVINGS
Account #
Routing #
Account #
Routing #
221370894
221370894
SWITCH KIT
Page 3 of 4
Automatic Withdrawal Authorization
Home Mortgage
Auto Loans
Utilities
Insurance
Cable/Internet
Gym/Club Memberships
Credit Cards
Investments
Subscriptions
Charity Donations
Notication of Withdrawal Authorization Change
Signature:
Name:
Address:
City, State, Zip:
Phone Number:
Date:
Name of Company:
Account Number:
Payment Amount:
Address:
City, State, Zip:
Phone Number:
Financial Institution:
Financial Institution:
Please cancel all automatic withdrawals from my old institution:
Please make all future automatic withdrawals from my new institution:
This authorization will remain in eect until I have submitted to you a new authorization, or until
you have been notied by me in writing that this authorization has been changed or revoked.
PathFinder Bank
Account #
Bank Routing #
Account #
Bank Routing #
Automatic Withdrawal
Checklist:
221370894
You can use your keyboard to ll out this form online, or you can print the form and complete it by hand.
Use this form to authorize a change to any automatic payment, deductions, or withdrawals from your account. Use one form
for each automatic withdrawal. Or, many companies and agencies make it easy to change your account on record online on
their website.
Use this list to remember all your
automatic payments you need to
transfer. These are some of the
most commonly used automatic
payments.
SWITCH KIT
Page 4 of 4
Account Closure Authorization
Notication of Account Closure Authorization
Primary Signature:
Joint Signature:
Name:
Address:
City, State, Zip:
Phone Number:
Date:
Financial Institution:
Address:
City, State, Zip:
To Whom It May Concern:
Please close my account:
Account Number:
Address:
City, State, Zip:
Please send the remaining balance to:
Place an X next to your desired option.
Please deposit directly to my new account at PathFinder Bank.
Please forward me a check to my address listed below.
Primary Owner:
Account #
Routing #
Congratulations!
You had to sign your name a few
times…but submitting these forms
completes your switch to a truly
better banking experience. We can’t
wait to show you the dierence a
local partner makes.
Welcome to PathFinder Bank!
221370894
You can authorize your remaining balance to be deposited automatically to your new PathFinder Bank account(s) or paid by a check forwarded
to your mailing address.
Use this form to close your account(s) at your former nancial institution. Be sure to verify any outstanding items have
cleared your old account.
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Getting Started Making the switch to better banking

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Completed 2 August 2021

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