Sharonview checking accounts are uncomplicated, full of benefits and come with the outstanding personal service you won't find anyplace else. Our switch kit makes transferring your checking account to us easy, convenient, and seamless!
|2 ||SWITCH any direct deposits or automatic payments that you have set up. |
- Direct Deposit change - complete this form and mail to any company who is automatically depositing funds to existing checking account. (Payroll, Pension & Social Security)
- Automatic Payments change - complete this form and mail to any company who is automatically withdrawing payments from your existing checking account (utilities, phone, cable, insurance, fitness memberships, internet provider, etc.)
|3 ||CLOSE your old account. Once direct deposit starts going to your new Sharonview Checking: |
- Ensure old checks have cleared
- Close old account (Don't want to call or go to a branch to close your account? Simply fax this form to them).
- Destroy old checks and cards
If you have any questions or need help switching your account to us, visit any branch or call 704.969.6700 or 800.462.4421.