Breaking up is never easy. But if your banking relationship isn't working for you, don't feel trapped. Escape to Citizens~Union Savings Bank. Here's how...

First Step - Open a Citizens~Union Savings Bank checking account. Bring our Account Information form into any of our nine convenient locations and a customer service representative will assist you. (Please remember to bring your driver's license or other form of identification and a $10 minimum deposit.)

Second Step- Change your direct deposit and/or automatic payments. You may use our Direct Deposit Switch form and/or our Automatic Payment Change form to notify your payroll department and any company or organization that is automatically withdrawing payments from your existing account that you are making a switch.

Third Step - Close your account. After you have made sure all your outstanding checks have cleared, your direct deposit is going into your new Citizens~Union checking account and all your automatic payments are coming out of your new Citizens~Union checking account, you may use our Close Account form to notify your bank that you wish to close the account. (This will finally bring you closure.)

Account Information Form - This form is used to assist us in opening your new account. Please remember to bring your driver's license or other form of identification and a $10 minimum deposit along with this form to the branch.

Direct Deposit Switch Form - This form is to notify your employer that you would like to change your direct deposit.

Automatic Payment Change Form - This form is to notify any company that you have a recurring automatic payment with to change your automatic payment so that it comes from your new Citizens~Union checking account. If you have more than one automatic payment, make copies of this form and send it to each company. Be sure to provide your new Citizens~Union account number in the space provided. Also, if the billing company has assigned you an account number for the product and services they provide make sure you enter that in the space provided.

Close Account Form - This form is to notify and authorize your existing financial institution to close your account. Remember to make sure all your outstanding checks have cleared, your direct deposit is going into your new Citizens~Union checking account and all your automatic payments are coming out of your new Citizens~Union checking account, before you notify your bank that you wish to close the account.

If you would like to receive a switch kit package containing all of the documents above, please call us at 508-675-4348 and we will gladly mail one to you.

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