Switch Kit

Our Switch Kit provides a simple step-by-step process to help you make a smooth and easy transition to our bank. We provide you with the forms to close your account(s) and change your Direct Deposit(s) and automatic withdrawals. Simply follow the steps outlined below. We’ll be happy to assist you with any of the forms included in the Switch Kit.

STEP 1 - Open Up Your New Accounts

Your first step is to open your new TruPoint Bank Checking Account. Choose the type of account that best fits your needs from FREE Checking to our Select Point account. Complete the New Account Information form (link below) and bring it by one of our convenient locations.

New Account Information Form

Checking Account Options

STEP 2 - Prepare to Close Your Old Accounts

Be sure to leave your old accounts active long enough to allow outstanding checks and automatic withdrawals to clear. Leave enough money in place to cover these transactions. This process may take several weeks. Once you’re sure that the old accounts are inactive, you can ask your previous financial institution to send you the balances from those account/s. (Click the link below for a handy form to use in closing existing accounts.) Then you can destroy your old checks, ATM/debit cards and deposit slips.

Close Account Form

STEP 3 - Switch Over Your Automatic Transactions

The form below will help you in contacting the companies and financial institutions that handle your automatic deposits and withdrawals. We’ll be happy to help you with any of these forms. Below is a helpful list of those you may need to contact.

Direct Deposit

• Your employer’s human resources department
• The company handling your retirement or pension payments
• Social Security Administration

Change Payroll Direct Deposit Form

Anyone who makes automatic withdrawals from your account:

• Mortgage company
• Homeowner’s insurance
• Auto insurance
• Life insurance
• Other

Change Automatic Withdrawal Form

STEP 4 - You’re Finished! It is that easy!

Welcome to the TruPoint Bank "family." We hope you will take advantage of all the great products and services we offer. Don’t hesitate to let us know if we can help in any way.