Personal Switch Kit

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 account to serve your
    banking needs and fit your lifestyle. Then stop using your old account and let any
    checks you have written clear.
  2. Change your direct deposits to Exchange Bank. Fill out the form we have
    provided and give it to your employer, interest payments, Social Security
    Administration, or your retirement plan. 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 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.

Personal Switch Kit

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.