Switch to ASB

It’s easy to switch to Anderson State Bank. We’ll do the paperwork for you, or you can take this Kit and complete it on your own. Download the Switch Kit.

4 Easy Steps to a Quick Switch to ASB!

Open your new Anderson State Bank Checking Account

Stop by Anderson State Bank with the following items. Remember, all new account holders must be present to open the new account.

• Current bank account information, including automatic payments and direct deposits.
• A valid driver’s license and second ID (example: social security card).
• An opening deposit of $100 or more.

Transfer your direct deposits and automatic payments.

• Fill out the Direct Deposit and Automatic Payment Change Forms, first making as many copies of each form as you need. Use the convenient Quick Switch Checklist on the inside of this Kit to help you remember all direct deposits and automatic payments.
• Attach a voided check or deposit slip from your new Anderson State Bank Checking Account to each completed form.
• Send the completed forms to all appropriate recipients.

Close your old bank account.

• Make sure all outstanding checks and automatic payments have cleared your old account, and all direct deposits have been transferred to your new Anderson State Bank Checking Account.
• Then close your old account by completing and mailing the Account Closure Form to your previous bank. If you have a remaining balance, they will send you a check.

Close your old bank account.

• Make sure all outstanding checks and automatic payments have cleared your old account, and all direct deposits have been transferred to your new Anderson State Bank Checking Account.
• Then close your old account by completing and mailing the Account Closure Form to your previous bank. If you have a remaining balance, they will send you a check.

Switch Checklist

Use this Checklist to help you remember all direct deposits and automated payments that need to be transferred to Anderson State Bank. It may be helpful to first gather your last two months of financial statements for reference.

Direct Deposit Change Form

Make sure you list the correct name, address, account number and payee name for each direct depositor, which may include the following:
_ Payroll
_ Retirement Plans
_ Investments

For Social Security or Government depositors, ask one of our bankers for a Government Agency Direct Deposit Sign-Up Form.

Automatic Payment Change Form

Make sure you list the correct name, address, account number, payment amount and payment date for each payee, which may include the following:
_ Home Mortgage _ Auto, Student, Home Equity and Other Loans
_ Health, Life and Car Insurance _ Credit Cards _ Utilities _ Cable TV
_ Online Services _ Telephone _ Cell Phone _ Club Memberships
_ Investments and Annuities _ Charitable Donations

Locating Routing and Account Numbers

Your former bank’s routing number and your old account number will be needed to complete the change forms. The routing number is located at the bottom left hand corner of your old checks.
The first set of nine numbers is the routing number. The account number is to the right of the routing number. It may be listed immediately after the routing number (as in the illustration below) or it may appear after the check number.