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Switch Kit
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Now you can make the switch with ease. Our Switch Kit includes everything you need to switch all your accounts (including online bill pay) to Monroe Bank. Have questions? Contact a Customer Service Representative!
Switch Kit logo
 

Make the switch by downloading our Switch Kit (pdf) and filling out the appropriate forms. Then follow the easy steps below and you'll be switched over in no time!

Your Switch Kit contains the following forms:

  • New Account Information
  • Change Automatic Withdrawal
  • Change Direct Deposit
  • Close Account
Open Your New Accounts
 

Once you've completed the Switch Kit forms, your first step is to open your new checking account. Once this is done, you'll have access to all of our benefits, including free checking, free first order of checks, free Visa check card, free online banking, free online bill pay, free email alerts—and much more! Just include your initial deposit with the Switch Kit's New Account Information sheet and you'll be ready to go.
Switch Over Your Automatic Transactions
  Our Switch Kit forms Change Automatic Withdrawal and Change Direct Deposit will help you contact the companies and financial institutions which handle your automatic deposits and withdrawals. Simply fill them out and mail them, or stop by one of our Banking Centers and we’ll be happy to help you complete them. Use this checklist to keep track of people and organizations you may need to contact:

Direct Deposit:
  • Your employer’s human resources department
  • The company handling your retirement or pension payments
  • Social Security Administration
Anyone who makes automatic withdrawals from your account:
  • Mortgage company
  • Homeowner’s insurance
  • Auto insurance
  • Life insurance
Anyone who makes automatic charges to your old debit or credit cards:
  • Utility companies: gas, electric, water
  • Telephone company
  • Cable company
  • Cell phone company
Close Your Old Accounts
  After you've set up your new accounts with Monroe Bank, leave your old accounts active long enough to allow outstanding checks or automatic withdrawals to clear. This process may take several weeks. Once you're sure your old bank accounts are inactive, ask your previous financial institution to send you the balance from that account. Then you can destroy your old checks, ATM/debits cards and deposit slips.
Have Any Questions?
 

Use our convenient Switch Kit forms to close your old bank accounts and redirect your direct deposit and automatic withdrawals to your new Monroe Bank account. If you need help filling them out, please stop by or contact any of our conveniently located Banking Centers.

To find the account numbers for your old account, look at the bottom of your checks for a series of numbers. Bank routing numbers are the first nine digits of the series, the second set of numbers is your old account number, and the last number set is the check number.

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Please don’t hesitate to contact us if we can help in any way! Thank you for banking with Monroe Bank.

 

 Make the Switch to Monroe Bank!

   
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