Heritage Bank Switch Kit

At Heritage Bank we are making it easy for you to  make the move. 
We know it’s a hassle to switch banks, but below is everything
you need to get started with us.  You can open each document
in PDF format separately by clicking on the links below or all documents
at once by clicking here.

v          Make sure all checks have cleared on your
Checking account.

v                Make certain enough funds are available in your
old Account that may yet need to be withdrawn.

v                Send the Direct Deposit Change Request to your direct deposit vendors (payroll, social security, CD interest payments, etc.) of the change in your relationship.

v                Payment Transfer Request to your vendors who   automatically take your payments from your checking
account (utilities, insurance companies, Internet service providers, etc.) that you are closing the account.

v                 Send the Automatic Payment Authorization of new account withdrawals; or use this notification to start a new automatic payment with a vendor.

v                 Send the Account Closing Request to the
financial institution that you are closing the account.

If you have any questions, please contact a Customer Service Representative at 319-393-1789. We will be glad to help.


 

HOME -  ABOUT US  - PERSONAL BANKING  - BUSINESS BANKING  - ONLINE BANKING - CONTACT US  - Site Map