Determining where to bank after a move is just one of the many important decisions you will make during the process. Opening a new bank account is just one of the steps you will need to take when relocating.
Step 1: Locate Your Preferred Bank: A number of factors should be considered when deciding who to bank with. This includes the banks proximity to your home, as well as the services they offer to best suit your account needs.
Step 2: Closing & Transferring Existing Accounts: Once you have determined where you will be banking, contact your existing bank to ensure proper closing & transferring of your account. This can often be done over the phone, but dependent on your bank may need to be done in person. You will need a state issued driver’s license, as well as any debit cards associated with your account.
Step 3: Funding Your New Account: This can be done via transfer from your existing bank, or through a cashier’s check. This will likely take 2-3 days to fully process in your new account, and we recommend checking the proper amount has been transferred once posted to your account.
Step 4: Obtain New Checks & Debit Cards: These can be requested from your new branch, and can often time be expedited if needed.
Step 5: Update all Direct Deposits & Autopayments: Ensure your new account number and routing number are updated for any direct deposit funds you are receiving. Update any recurring utility bills or other payments with your new account information for an easy transition.