Switch Kit

Switching to Bankers Trust is easy! Our switch kit will help you reduce the number of phone calls or steps needed to switch banks by creating forms and letters to close your previous accounts for you. Use our steps and forms below to get started with moving your accounts to Bankers Trust.

Three Steps to Switch to Bankers Trust

  • Open your account – Many Bankers Trust checking and savings accounts can be opened online. Or, visit your nearest Bankers Trust and work with a Relationship Banker to open your new account.
  • Gather details – Start with your last checking account statement, and make a list of automatic payments and deposits associated with this account. Repeat for additional checking or savings accounts.
  • Complete change letters – Use our forms below to help you generate change letters. Just fill in the details to complete each letter.