1. Open a BTC Bank checking account
Checking
The right choice, right now, to keep tabs on daily spending and manage your money the way you like
Make the Switch to BTC Bank
It’s easier than you think.
Stop by any BTC Bank branch location at your convenience. We’ll help you select the best checking account for your needs. To make it even faster, have the Customer Information Sheet filled out when you come in to open your BTC Bank checking account. Find a BTC Bank near you.
2. Switch direct deposits
Complete the Notice of Change forms for Payroll Direct Deposit or Non-Payroll Direct Deposit. Submit completed form to any entity that directly deposits funds into your bank account. This may include:
- Paycheck from your employer
- Social Security, Supplemental Security Income, Veterans payments
- Retirement or Unemployment
- Dividends or Interest for CDs, annuities, mutual funds
3. Switch automatic payments
Recurring payments that are automatically debited from your old account, such as utilities, television and phone service, etc., will need to be changed. Use the Automatic Payments Form and submit to those entities.
4. Stop using your old checking account
Keep your old account open until all outstanding checks have cleared and your automatic payments and transactions have been switched over to your new BTC Bank account.
5. Close your old checking account
Once your checks have cleared and your automatic payments and direct deposits are being successfully deducted or credited from your new BTC Bank account, close your old account using the Close Account Form.
Visit or call any of our 22 locations to meet our employees, experience our service, and learn more about switching to BTC Bank.
