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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