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Switch to Montecito Bank & Trust
Switch to Montecito Bank & Trust
Four easy steps to a better banking experience.
Switching to Montecito Bank & Trust is now easier than ever before. Our switch kit provides four easy steps to a better banking experience.
STEP ONE
Select the Montecito Bank & Trust account that best meets your needs. Choose from
our list of
Personal Accounts
or
Business Accounts
and then stop by one of our convenient
branch locations
to open your account.
STEP TWO
Stop using your old account, but keep it open until all of the outstanding checks
have cleared and any direct deposits or automatic payments have been changed to
your new account.
STEP THREE
Transfer any payroll direct deposits or automatic payments.
Simply fill out this
form
and give it to your employer, the Social Security Administration
or your retirement plan. Be sure to include a deposit slip or voided check from
your new Montecito Bank & Trust account.
Payroll Direct Deposits Transfer Form
Use this
form
to change all automatic withdrawals
or automated payments. Be sure not to forget about those payments that use your
old bank's debit card number, such as automatic payments made online.
Automatic Payments Transfer Form
STEP FOUR
Close your old checking account – Send in this completed
Accounts Transfer Form
to your old bank to close your old account. No face-to-face account closing meeting
is needed. If, after all your checks have cleared, you have a remaining balance,
your old bank will send us a check to deposit into your new account. Once your old
account is closed, remember to destroy any unused checks, ATM and debit cards and
deposit slips.
Accounts Transfer Form
FREQUENTLY ASKED QUESTIONS
If you have any questions about our switch kit, please refer to our Switch Kit FAQs.
If after reviewing the FAQs, you still need more information, please contact one of our
convenient branch locations and they’ll be happy to help you.
Switch Kit FAQs
We look forward to welcoming you as a new customer and helping you along your own
unique Path to prosperity®.