THE QUICK, EASY WAY TO MOVE TO HOME FEDERAL BANK

THE QUICK,
EASY WAY TO
MOVE TO
HOME
FEDERAL
BANK
Check List
Date Completed
Payroll Deposit
Direct Deposit
Social Security
Automatic Payment
Direct Deposit
(Pension/Other)
Checking Account
Transferred
Savings Account
Transferred
Other
Switching Banks
It’s Easier Than
You Think
One more merger or buyout. Suddenly your old bank
has a new name and a new look. If you’ve thought of
changing banks but are worried that it would be way too
much trouble—your locally owned full-service bank
Home Federal Bank has the answer.
This Switch Kit is an easy step-by-step guide to moving
your checking account to us. But why move to Home
Federal Bank? How about…
A locally owned, full service bank owned by its
depositors—our focus is YOU!
Home Equity Lines of Credit at competitive rates and costs
Several VISA Credit Card options. Reward options.
PHONEHOME (687-HOME), a 24-hour information
line.
HomePlus Platinum—a checking account worth
paying for!
55+ Account with no monthly service charge for
customers 55+.
23 convenient branches.
OnLine Banking at:
Phone Home
First Time Caller Instructions
1. Dial 687-HOME (865-687-4663).
2. For access, you will need your Social Security
number and a PIN number which may be the
same as your ATM PIN number and the account
number of the account you want to access.
3. Follow the easy to understand voice instructions to
obtain account information about your
checking, savings, CD’s, loans and information
about our rates and services.
4. Should you require additional information or wish
to speak to a Customer Service Representative,
please dial 546-0910. A representative is
available Monday—Thursday 8:15 a.m.
to 4:45 p.m. and Fridays 8:15 a.m. to 6:00 p.m.
Please Note: If you have three unsuccessful attempts
trying to use Home Federal Bank’s PhoneHome, the
system will transfer you to a Customer Service
Representative for help. A representative is available
Monday—Thursday 8:15 a.m. to 4:45 p.m. and Friday
8:15 a.m. to 6:00 p.m.
Eight Checking Options
to fit every lifestyle.
HomePlus Platinum
A checking account with many extras; free
personalized checks, tiered interest rate, $10,000
accidental insurance, Companion Airfare,
Discounted Gift Cards, Card Patrol, Identity
Theft Insurance, free unlimited BillPay and
many other benefits. All just $10
per month service charge.
HomePlus Diamond
A checking account just for customers 55 or
over. All the features of HomePlus Platinum
(without Billpay) for almost half price at $5.95
per month service charge.
Over 55+ Checking
Available on or after your 55th birthday. Earn
interest on your collected balance, no minimum
balance required, and no monthly service charge.
Student Checking
Just for students, write 10 checks per month free.
Each additional check is $ .25. Available until
you reach your 23rd birthday.
Interest On Checking
Pays interest on your collected balance,
compounded daily. Keep just $700 in your
account and there's no monthly fee. Below
$700, the cost is only $7 per month.
Money Market Account
Earn tiered interest based on your account
balance with no penalty for withdrawal. Preauthorized and third party transfers are
limited to 6 per statement cycle.
HomeFree Checking
Perfect if you prefer to bank online. Free
with monthly statements and check images
(online only). Free unlimited BillPay and
Online Banking. Other account fees may
apply. First check order FREE.
No minimum balance. Valid e-mail
address required. No limit on branch visits.
Regular Checking
A basic checking account
To Sign Up For
or Change
Your Payroll Deposit
To sign up for or change your payroll deposit, all
you need is a direct deposit form from your
employer's payroll department. The following
Home
Federal Bank information will be
necessary to complete the form.
Name and Address of Bank:
Home Federal Bank
515 Market Street
Knoxville, TN 37902
Bank Routing Number:
2642 71390
Type of Deposit Account:
(Select one)
__Checking
__________________Account #
__Savings
__________________Account #
Bank Telephone Number:
(865) 546-0910
To Sign Up For or
Change Your
Direct Deposit of
Social Security
Payments
Signing up for direct deposit of your Social
Security payments is simple. Just call the Social
Security Administration at 1-800-772-1213. You
will need to give them the following information
outlined below.
Name and Address of Bank:
Home Federal Bank
515 Market Street
Knoxville, Tn. 37902
Bank Routing Number:
2642 71390
Type of Deposit Account:
(Select one)
__Checking
__________________Account #
__Savings
__________________Account #
Bank Telephone Number:
(865) 546-0910
AUTOMATIC PAYMENT FORM
DATE: ___________________________
TO: _______________________________
(Enter Name of Payee)
Account Number: ______________________________
(Enter Current Account Number)
FROM: __________________________________
(Enter Your Name as Shown on Your Statement)
RE: Automatic Payment Deduction
Bank: _______________________________________
(Enter Name of Current Bank)
Checking Account #: _____________________________
(Enter Current Checking Account Number)
Payment Date: _________________________________
Payment Amount: ______________________________
Please change my automatic payment from my current
account to my new checking account at Home Federal
Bank, ABA number 2642 71390. My account number is
________________________________. Enclosed is a
copy of a voided check. The change is to become effective
for my payment on _______________________________.
Select One:
Specific Amount $______________
Amount due
_____________________________
Signature
_____________________________
Signature
Copy this form and send it to anyone you have
authorized to make automatic payments from your
account.
DIRECT DEPOSIT FORM
(Pension/Other)
DATE: __________________________________
TO: _________________________________
(Enter Name of Payer)
FROM: __________________________________
(Enter Exact Name of Payee - Must Be An Owner On The Account)
RE: Direct Deposit Of: _______________________
(Enter Type of Direct Deposit)
Bank: ____________________________________
(Enter Name of Current Bank)
Checking Account #: ________________________
(Enter Current Account Number)
Please change my direct deposit from my current account
to my new checking account at Home Federal Bank,
ABA number 2642 71390 . My account number
is _______________________________. Enclosed is
a copy of a voided check. The change is to become
effective
for
my
direct
deposit
on
_______________________________.
___________________________
Signature
Copy this form and send it to anyone you have
authorized to make direct deposits to your account.
Your Worksheet To Calculate How Much
Money To Leave In Your Current Account
Until It Closes
Current Account Balance:
$_______________
(Less) Checks Outstanding:
(Take Total From Reverse Side)
-- $________________ 1
(Less) Automatic Payments:
(Take Total From Reverse Side)
-- $________________ 2
(Less) Bank Fees:
-- $________________
ESTIMATED
SWITCH BALANCE:
(Make Check Payable
To Home Federal Bank)
$________________
Direct Deposits:
(Make sure you remember all direct deposits to your account)
Purpose
Deposit Date
Amount
Payroll
____________
$___________
Social Security
____________
$___________
Pension
____________
$___________
Other
____________
$___________
Total Direct Deposits $_____________________
--OVER--
Worksheet--Continued
Checks Outstanding Or
Check Card Purchases
Paid To: (optional)
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
Check #
(If Applicable)
______
______
______
______
______
______
______
______
______
Amount
__________
__________
__________
__________
__________
__________
__________
__________
__________
TOTAL OUTSTANDING CHECKS $___________
(Enter at "1" on Previous Page)
Automatic (PreAuthorized)
Payments
Date:
Amount:
Utilities
________________________
________________________
________________________
___________
___________
___________
_____________
_____________
_____________
Insurance
________________________
________________________
________________________
___________
___________
___________
_____________
_____________
_____________
Loans
________________________
________________________
________________________
___________
___________
___________
_____________
_____________
_____________
Others
________________________
________________________
___________
___________
_____________
_____________
Total Automatic Payments $_____________
(Enter at "2" on Previous Page)
Main Office
51 5 Market Street
North Knoxville Office
31 01 North Broadway
Bearden Office
5538 Kingston Pike
Magnolia Office
3001 East Magnolia Avenue
South Knoxville Office
4444 Chapman Highway
Concord Office
1 0396 Kingston Pike
Halls Office
6948 Maynardville Highway
Merchants Road Office
501 Merchants Road
Karns Office
7204 Oak Ridge Highway
Downtown West Office
1 700 Downtown West Blvd.
Maryville Office
1 02 Foothills Mall Drive
Sevierville Office
307 Parkway
Pigeon Forge Office
3671 Parkway
Gatlinburg Office
535 East Parkway
Oak Ridge Office
1 1 25 Oak Ridge Turnpike
Fountain City Office
4900 North Broadway
Gibbs Office
7502 Tazewell Pike
Powell Office
1 05 East Emory Road
Cedar Bluff Office
31 5 North Cedar Bluff Road
Seymour Office
1 1 320 Chapman Highway
Carter Office
7600 Asheville Highway
Farragut Office
1 1 686 Parkside Drive
Isaiah’s Landing Office
2940 South Mall Road
Member FDIC. ©2002 Home Federal Bank of Tennessee