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Switch
Your Checking Account to Bank Mutual
Switch
your checking account to Bank Mutual in a few easy steps!
All of the forms listed below
can be filled out right on your computer. Just print them and
bring them to your neighborhood Bank Mutual office. We'll take
care of the rest!
Step 1 - New Account Information Form
Fill out and print the New
Account Information form. We'll use this form to set up
your new checking account.
Step 2 - Switch Direct
Deposits
Review the Direct
Deposit Checklist. Determine what direct deposits you'll
need to switch to your new account.
Fill out and print the Direct
Deposit Notice form. You will need one form for each
direct deposit.
Step 3 - Switch Automatic
Withdrawals
Review the Automatic
Withdrawal Checklist. Determine what automatic
withdrawals you'll need to switch to your new account.
Fill out and print the Automatic
Withdrawal Notice form. You will need one form for each
automatic withdrawal.
Step 4 - Visit Your Bank
Mutual Office
Bring all of the printed forms to your neighborhood
Bank Mutual office. The friendly and helpful staff there
will open your new account and send out all of the forms for
you. We'll even pay the postage!
Step 5 - Close Your Old
Account
Fill out, print, and mail the Account
Closing Form.
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