Changing banks comes with a few logistics, and we’re here to help make the process as smooth as possible. Our Move-On-Over Kit gives you the forms and checklists to update automatic payments and direct deposits, transfer balances, and take inventory of the accounts you’d like to link to your Western account.
How it works:
- After you open your Western State Bank account, complete the items that apply to you from the kit below.
- Then, stop by your local Western State Bank and meet with a personal banker to finish the process and next steps.
- If you’d like the help of a personal banker to complete any of the items, just let us know. Contact your personal banker or stop by anytime for assistance.
Additional Accounts Inventory Checklist
Identify which other accounts you’d like to link to your Western account.
Automatic Payment Request Change Form
Set up the automatic payments you’d like to come out of your Western account.
Direct Deposit Request Change Form
Update your direct deposits to go to your Western account.
Account Closure/ Withdrawal Request
Use this form to authorize your previous bank to close your accounts.