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Switch Kit

If you’ve ever moved your checking account to a new bank, the experience probably left you with one firm conviction: never again. We don’t blame you. Because if you have any automatic payments or direct deposits linked to your account, switching can be nothing but one big hassle.

What if that hassle wasn’t yours? What if you didn’t have to make so many phone calls or write so many letters? What if all you had to do was complete a few simple forms and let us handle everything else?

That’s the idea behind this West Shore Bank Switch Kit. Here’s how it works:

Step 1: Open a West Shore Bank checking account.

You can stop by any office or just give us a call at 1-888-295-4373 and we’ll obtain the necessary information to begin the opening process.

Step 2: Move your automatic payments and direct deposits.

As soon as you get your new checks, complete the enclosed Authorization Forms for each automatic payment that’s coming out of your old checking account. Do the same for each direct deposit.

For automatic payments, attach one voided check from your new West Shore Bank account. For direct deposits, attach a deposit slip.
Send your completed forms to us at the address indicated, and we’ll do the rest.

Step 3: When to close your old account.

Examine your new checking account statement when it arrives. Once you’re sure all of your automatic payments and direct deposits have switched over to your new account, send the enclosed “Authorization to Close My Checking Account” (36K pdf) form to your old bank. Or send the form to us and we’ll forward it for you.

So there you have it. No pain. Quick change. After all, if we want your business, shouldn’t we do all the work involved in getting it?

Switch Kit forms to download

Download Acrobad ReaderNote: To view the following forms you must have Adobe® Acrobat® Reader. We recommend version 3.0 or later. To obtain a free copy of the Reader go to Adobe's® web site.

Authorization to Change Automatic Payment Authorization to Change Automatic Payment (40 KB)

Authorization to Change Direct Deposit Authorization to Change Direct Deposit (42 KB)

Authorization to Change Federal Government Direct Deposit Authorization to Change Federal Government Direct Deposit (42 KB)

Authorization to Close Checking Account Authorization to Close Checking Account (36 KB)

Switch Kit Form (All) Switch Kit Form (All) (218 KB)

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