Easy Switch Kit

EASY SWITCH KIT
Everything you need for an easy transition
to Maple Bank
We want to make your move to Maple Bank as easy as possible. That’s why we developed
this Easy Switch Kit with everything you’ll need to close your existing accounts and transfer
your automatic payments and deposits. You won't even need to visit your old bank. Simply
follow these steps:
Step 1 Open your new account at Maple Bank
Stop in and one of our bankers will gladly assist you.
OR
Complete our account opening application and mail it to us with your opening deposit. (When
your new account is open, continue with Steps 2 and 3.)
Step 2 We’ll help you close your old accounts.
Simply complete the forms on the following pages:
Authorization to Close My Account and mail it to your old bank. (Or, we can mail it for you.)
This form gives them all the information they need and saves you the inconvenience of an inperson visit to close your accounts. (Select a closing date at least 45 days from today, to allow
checks you’ve written to clear and automatic deposits/payments to transfer to your new Maple
Bank account.)
Step 3
Change your direct deposits and automatic payments.
Simply complete the enclosed forms:
Authorization to Change Direct Deposit and/or Authorization to Change Automatic Payment
Complete a form for each company. Attach a voided check from your new Maple Bank account
to each authorization form. Mail them as soon as possible, or drop them off and we’ll mail them
for you.
We look forward to serving you!
11660 Theatre Drive North
Champlin, MN 55316
763.427.4705 • fax 763.427.6941
10/14
Equal Housing Lender
maple-bank.com
Member FDIC
Change Automatic Payments
Authorization to Change
Automatic
Payment
I am in the process of closing my ■ Checking ■ Savings account at:
Name of Financial Institution Where Account is Closing (Please Print)
Old Account #_____________________________
Name of Account Holder(s)___________________________________________________________
Social Security #(s)__________________________________________________________________
Checking
I hereby authorize Automatic Payment from my new■
■ Savings Account, beginning____________
Payment Amount $
Payment to
Date
Company Name
My account number with your business ____________________ Payment frequency _________
New Financial Institution: Maple Bank Routing Number: 091017303
Address: 11660 Theatre Drive North • Champlin, MN 55316 • 763.427.4705
New Maple Bank account #__________________________________________________________
★★★★ I have enclosed a voided check to verify the account number. ★★★★
Signature(s)_________________________________________________________________________
Phone_____________________________________ Today's Date_____________________________
Complete this form for each company or organization
with whom you have an arrangement for Automatic Payment.
10/14
Authorization to Change
Automatic
Payment
I am in the process of closing my ■ Checking ■ Savings account at:
Name of Financial Institution Where Account is Closing (Please Print)
Old Account #_____________________________
Name of Account Holder(s)___________________________________________________________
Social Security #(s)__________________________________________________________________
Checking
I hereby authorize Automatic Payment from my new■
■ Savings Account, beginning____________
Payment Amount $
Payment to
Date
Company Name
My account number with your business ____________________ Payment frequency _________
New Financial Institution: Maple Bank Routing Number: 091017303
Address: 11660 Theatre Drive North • Champlin, MN 55316 • 763.427.4705
New Maple Bank account #__________________________________________________________
★★★★ I have enclosed a voided check to verify the account number. ★★★★
Signature(s)_________________________________________________________________________
Phone_____________________________________ Today's Date_____________________________
Complete this form for each company or organization
with whom you have an arrangement for Automatic Payment.
10/14
Close Accounts
Authorization to
Close My
Account
On ___________________ (date)* please close my ■ Checking ■ Savings account at:
Name of Financial Institution Where Account is Closing (Please Print)
Old Account #_______________________________
Financial Institution Address_______________________________________________________________
Where account is closing Street Address or P.O. Box
City
State
Zip
Name of Account Holder__________________________________________________________________
Social Security #_________________________________________________________________________
2nd Account Holder______________________________________________________________________
Social Security #_________________________________________________________________________
On closing date (see above) please send remaining funds to:
■ Maple Bank
OR ■ Directly to me (see address below)
11660 Theatre Drive North
Champlin, MN 55316
Street Address or P.O. Box
City/State/Zip
New Maple Bank account #___________________________________________ Routing #: 091017303
Signature(s)______________________________________________________________________________
Phone______________________________________ Today's Date_________________________________
Complete this form for each checking and savings account you wish to close.
*Allow time for all checks to clear and automatic payments/deposits to cease.
10/14
Authorization to
Close My
Account
On ___________________ (date)* please close my ■ Checking ■ Savings account at:
Name of Financial Institution Where Account is Closing (Please Print)
Old Account #_______________________________
Financial Institution Address_______________________________________________________________
Where account is closing Street Address or P.O. Box
City
State
Zip
Name of Account Holder__________________________________________________________________
Social Security #_________________________________________________________________________
2nd Account Holder______________________________________________________________________
Social Security #_________________________________________________________________________
On closing date (see above) please send remaining funds to:
■ Maple Bank
OR ■ Directly to me (see address below)
11660 Theatre Drive North
Champlin, MN 55316
Street Address or P.O. Box
City/State/Zip
New Maple Bank account #___________________________________________ Routing #: 091017303
Signature(s)______________________________________________________________________________
Phone______________________________________ Today's Date_________________________________
Complete this form for each checking and savings account you wish to close.
*Allow time for all checks to clear and automatic payments/deposits to cease.
10/14
Change Direct Deposit
Authorization to Change
Direct
Deposit
I am in the process of closing my ■ Checking ■ Savings account at:
Name of Financial Institution Where Account is Closing (Please Print)
Old Account #_____________________________
Name of Account Holder(s)___________________________________________________________
Social Security #(s)__________________________________________________________________
Begin Direct Deposit into my new ■ Checking ■ Savings account, effective as of___________
Date
New Financial Institution: Maple Bank
Routing Number: 091017303
Address: 11660 Theatre Drive North • Champlin, MN 55316 • 763.427.4705
New Maple Bank account #__________________________________________________________
★★★★ I have enclosed a voided check to verify the account number. ★★★★
Signature(s)_________________________________________________________________________
Phone_________________________________Today's Date_________________________________
Complete this form for each depositor (employer, Social Security, etc.)
with whom you have an arrangement for Direct Deposit.
10/14
Authorization to Change
Direct
Deposit
I am in the process of closing my ■ Checking ■ Savings account at:
Name of Financial Institution Where Account is Closing (Please Print)
Old Account #_____________________________
Name of Account Holder(s)___________________________________________________________
Social Security #(s)__________________________________________________________________
Begin Direct Deposit into my new ■ Checking ■ Savings account, effective as of___________
Date
New Financial Institution: Maple Bank
Routing Number: 091017303
Address: 11660 Theatre Drive North • Champlin, MN 55316 • 763.427.4705
New Maple Bank account #__________________________________________________________
★★★★ I have enclosed a voided check to verify the account number. ★★★★
Signature(s)_________________________________________________________________________
Phone_________________________________Today's Date_________________________________
Complete this form for each depositor (employer, Social Security, etc.)
with whom you have an arrangement for Direct Deposit.
10/14