Switching to Community State Bank of Orbisonia made EASY!
We want to thank you for thinking about changing your accounts to Community State Bank and assure you that we will help you every step of the way. We know that switching accounts involves some of your valuable time and we want to help you as much as possible.
We have
designed four forms which make up our “Switch Kit” to help you in
the process of changing accounts. By clicking on the links below you can
access and print these forms to make your transition as smooth as
possible. Once you have done this, take the forms to one of our
branches to begin the process of opening your accounts with us.
To locate the branch closest to you or find their phone
number, please click here.
If you have any questions or need
help filling out the forms, please stop in or call the branch location
closest to you.
STEP 1: New Account Information Sheet
CLICK HERE to fill out and Print New Account Worksheet
STEP 2: Change Direct Deposit
This form will help you in making the necessary
changes to have your payroll, social security, or other deposits re-directed
to your new Community State Bank account. You should provide the
completed form to your current payroll provider. Social Security
direct deposit information can be included on this form or switched online at
the Social Security Administration’s website at www.ssa.gov.
Please complete the following form to assist you in changing any of
your direct deposits and give it your pay provider. If your employer
currently directly deposits your pay into your account, complete and print
the form and give it to your employer.
CLICK HERE to fill out and print the
Change Direct Deposit Form
STEP 3: Change Automatic Payments
If you have payments automatically deducted from your current checking account regularly, such as insurance, utilities, loan payments, etc., you will need to complete this form. If you have more than one payment drafted from your account, you will need to make copies of this form for each payment you have drafted from your account.
Once completed, send the form to each payee. This form makes sure all the necessary information for your automatic payments to start being deducted from your Community State Bank account has been provided.
Please complete the following form to change automatic payments now drafting from your current account to your new Community State Bank of Orbisonia account. You will need to provide this form to those organizations with which you currently have an automatic payment set up. If you have automatic payments set up with more than one organization, you may wish to make photo copies of this sheet.
CLICK HERE to fill out and print the Change Automatic Payments Form
STEP 4: Close Your Old Checking Account
Your final step is to close your old checking account once you are sure the first three steps have been completed.
Complete the following form and send it to your prior bank for processing.
CLICK HERE to fill out and print the Close Account Form
Congratulations! You are now ready to begin using your Community State Bank of Orbisonia checking account. We graciously welcome you as part of the CSB family.
We are here to serve your every financial need. Call or stop in anytime.
