Switch Your Account to Bankers Trust
Switching to Bankers Trust is easy! Our switch kit was designed to help reduce the number of phone calls or steps you need to take 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 Your Account
Open Your Account
Many Bankers Trust checking accounts and savings accounts can be opened online. Or, visit your nearest Bankers Trust branch and work with a 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. Don’t forget about less frequent payments such as semi-annual property taxes, quarterly income taxes or annual subscriptions. 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, then print and send them to the appropriate bank representative.
Change Letters
Contact us with questions, or if you’d like help with this process.