Switch Kit

At Heritage Bank, We Are Proud To Be A True Community Bank

Think it’s too much trouble to open a new bank account at a different bank? Not with Heritage Bank! Now, with our Switch Kit, you can move your money from other banks to Heritage Bank by following a few simple steps. Start moving your money today.

Step 1 icon

Open one of our FREE checking accounts.

You will need your new:

Checking account Number: _______________________________

Checking account Number: _______________________________

Step 2 icon

Switch your Direct Deposit

Step 3 icon

Redirect your Automatic Payments

Print out and complete an Automatic Payment Change Form for each automatic payment you have set up (such as your monthly car insurance, loan or mortgage payments). Send this form to notify your billing companies to automatically withdraw their payments from your new Heritage Bank account.

Step 4 icon

Close Your Old Bank Account(s)