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This document provides a step-by-step guide for switching to a new checking account at Community Bank of the Chesapeake, including moving direct deposits, automatic payments, and closing the old account.

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How to fill out personal banking switch kit

How to fill out PERSONAL BANKING SWITCH KIT

01

Gather your current banking information, including your account numbers and banking institution details.

02

Obtain the PERSONAL BANKING SWITCH KIT from your new bank, either online or in-person.

03

Fill out the personal information section with your name, address, and contact details.

04

List your current bank accounts that you wish to switch from, including account numbers and bank names.

05

Provide the details of your new bank account, including the account number and any details specific to your new bank.

06

Authorize the new bank to contact your old bank to facilitate the switch.

07

Review the document for accuracy and completeness.

08

Submit the completed SWITCH KIT to your new bank through the provided method (in-person or online).

09

Monitor your old accounts for any transactions and ensure the switch is complete.

Who needs PERSONAL BANKING SWITCH KIT?

01

Individuals who are changing their primary banking institution.

02

Those looking to take advantage of better services or lower fees offered by a new bank.

03

Customers who are relocating to a new area and need to switch banks.

04

Anyone wanting to consolidate their banking services for convenience.

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What is PERSONAL BANKING SWITCH KIT?

The PERSONAL BANKING SWITCH KIT is a set of documents and forms designed to help individuals transition their personal banking services from one financial institution to another.

Who is required to file PERSONAL BANKING SWITCH KIT?

Individuals who are switching their personal banking services to a new bank or financial institution are required to complete and file the PERSONAL BANKING SWITCH KIT.

How to fill out PERSONAL BANKING SWITCH KIT?

To fill out the PERSONAL BANKING SWITCH KIT, individuals should gather their personal information, account details from their old bank, and complete the required forms, ensuring all information is accurate and signed where necessary.

What is the purpose of PERSONAL BANKING SWITCH KIT?

The purpose of the PERSONAL BANKING SWITCH KIT is to streamline the process of switching banks by providing a clear set of instructions and necessary documentation to ensure a smooth transition of banking services.

What information must be reported on PERSONAL BANKING SWITCH KIT?

The PERSONAL BANKING SWITCH KIT must include information such as account numbers, the names of the old and new financial institutions, identification details of the account holder, and any standing direct debits or payments to be transferred.

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