Guaranty E-Z Switch Kit - Woodsville Guaranty Savings Bank

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Guaranty E Z Switch Kit

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Guaranty E-Z Switch Kit

Banking with Woodsville Guaranty Savings Bank is easy. Moving your accounts from another bank, however, can be time consuming. That's why we created the Guaranty E-Z Switch Kit, making the switch to WGSB easy, too!

The Guaranty E-Z Switch Kit contains valuable tips and forms to simplify the switch from your current bank to Woodsville Guaranty Savings Bank. The kit provides documents to help you gather and organize information about your current accounts, as well as any automatic deposits and recurring payments you'd like to transfer to your account at WGSB. Complete the forms yourself or use the quick inventory pages and let us do the work for you. Whichever way you choose, we're here to help you every step of the way.

Let's get started! Refer to the Guaranty E-Z Switch Checklist, below, as your guide through a few easy steps and download the forms you need. If at any time you have questions, don't hesitate to contact us. Once you've filled out the necessary forms, simply mail, fax, or bring them in to any Woodsville Guaranty Savings Bank office. We'll take care of the rest.

We look forward to the opportunity to serve you at Woodsville Guaranty Savings Bank.

Guaranty E-Z Switch Checklist

If you haven't done so already, start banking with WGSB!

Complete the Personal Account Application. Let us know which products and services you'd like or visit a customer service representative at any of our offices.* He or she will help you choose from WGSB's family of accounts and services to design a package that's right for you. Refer to The Classic Guaranty Package as an example or simply say "Sign me up for the Classic!"

*In accordance with the USA Patriot Act, federal law requires all customers to appear in person to enable us to obtain and verify information that identifies each person prior to account opening.

Change direct deposits and automatic payments to your accounts.

It may take a number of weeks for some third parties to make the switch. Be sure to keep an adequate balance in your old and new accounts until all electronic deposits/payments have been switched to your account with WGSB.

CHOOSE ONE:

Let us do the paperwork!
Use the Automatic Payment & Deposit Inventory list to gather the names and addresses of companies you'd like to notify of the change. Include as much information as you can about specific payment/deposit amounts and dates. Consider employers, insurance and utility companies, Internet vendors, etc. We'll prepare the various forms for you to sign and take care of the rest!

Do-it-yourself.
Use the Authorization to Change Direct Deposit and the Authorization to Change Automatic Payment/Deposit forms, printing additional copies for each company you need to notify. Sign each and mail to the appropriate company.

Close your old accounts.

Once all payments/deposits appear in your new account statement, complete the Authorization to Close Account form to close your old account(s), sign, and mail to the appropriate institution.

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