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.

Open one of our FREE checking accounts.

You will need your new:

Checking account Number: _______________________________

Switch your Direct Deposit

• Transfer funds from your old account to your new FREE checking. Notify your employer or Social Security Administration to redirect your payroll or benefit direct deposit to Heritage Bank.
• Click here for Payroll Deposit Form to give to your employer.
• Click here for Direct Deposit of Federal Benefit Payments form.

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.

Close Your Old Bank Account(s)

• Ensure that all checks and transactions have cleared before you close the account.
• Print out and complete the Account Closing Form.
• Remove all funds from your old account.

LOGIN OR ENROLL

current rates

LOST/STOLEN DEBIT CARDS



Checking



Savings



VISA® Credit Card



Convenience

Switch Kit

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

Open one of our FREE checking accounts.

Switch your Direct Deposit

Redirect your Automatic Payments

Close Your Old Bank Account(s)



CURRENT RATES



LOST OR STOLEN DEBIT CARDS

LOGIN OR ENROLL

current rates

LOST/STOLEN DEBIT CARDS



Checking



Savings



VISA® Credit Card



Convenience

Switch Kit

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

Open one of our FREE checking accounts.

Switch your Direct Deposit

Redirect your Automatic Payments

Close Your Old Bank Account(s)



LOGIN OR ENROLL



CURRENT RATES



LOST OR STOLEN DEBIT CARDS

You are now leavingHeritageBank.org

You are now leaving
HeritageBank.org