Switch Kit

Ready to switch to Home Savings?

Everything you need to simplify the process is right here! Just click on the links below to view and print the forms and letters. Fill out the ones you need as completely and accurately as possible, then just bring them to the Home Savings office of your choice. Or, stop in and we'll do the work for you.

We'll do whatever it takes to make your switch an easy one. Welcome to Home Savings!

Account Closing Letter
Use this letter to notify your old bank about the account(s) you're closing, and provide directions for disbursement of any remaining funds.

Account Conversion Checklist
Use this handy checklist to keep track of the steps you've completed toward closing your old account(s) and opening your new Home Savings
account(s). We've included some guidelines for the length of time needed to switch automatic deposits and payments.

Automatic Payment Authorization Form
Use this form to send to vendors when you sign up for automatic payments from your new Home Savings account(s), transfer/change automatic payments to your new Home Savings account(s) or cancel automatic payments from your old accounts.

Direct Deposit Authorization Form
Use this form to sign up for first-time direct deposit of your paycheck (or other direct deposits) into your new Home Savings account(s), or transfer/change your direct deposits to your new Home Savings account(s).

Credit Payoff Form
Use this form to notify and authorize current creditors to use enclosed funds from your new Home Savings account to pay off credit card, loan or line of credit balances and close your account(s).