Commercial Switch Kit

It’s simple to switch!

We have made it simple to switch to Exchange Bank. We have provided you with the
forms you need to move from your old checking account to your new one.

1. Visit Exchange Bank to open your new checking account. Let one of our
customer service representatives help you find the perfect accounts and services
to accommodate your company’s banking needs. Then stop using your old
account and let any checks you have written clear.

2. Change your automatic transactions to Exchange Bank. Fill out the form we have
provided and send it to any other companies that automatically deposit and
withdraw funds from your account(s). Remember to include your payroll
processor if applicable. Feel free to make as many copies as you might need.

3. Change your automatic payments. Complete the provided form to change any
payments automatically taken from your checking account – such as utilities,
insurance premiums, internet service providers, loan payments, etc. Don’t forget
to include any payments that may use your debit card number. Make as many
copies of the form as needed.

4. Close your old account. As soon as all your checks have cleared and any
automatic deposits and withdrawals have been changed, there is just one thing
left to do. Say goodbye to your old financial institution and hello to great personal
service at Exchange Bank! We will be glad to notarize the form for you and give
you any assistance you may need to make your switch simple.
Feel free to contact us with any questions or concerns during this process at (256) 547-
2572. We look forward to serving all your financial needs.

Regular Office Hours: 256.547.2572 | Exchange Info Line 256.570.0999

Member FDIC Equal Housing Lender SBA Preferred Lender ©2023 Exchange Bank of Alabama™. All rights reserved.