Switch Kit

Your Village. Your Bank.
Welcome!
Switching to The Village Bank is as easy as 1-2-3!
1. Change Your Direct Deposits
For payroll direct deposit, fill out the enclosed Direct Deposit Request form and
provide it to your employer’s payroll office. You also may need to attach a voided check
or deposit slip.
For Social Security direct deposit, call the Social Security Administration at (800) 772-1213
and tell them to switch your direct deposit to The Village Bank. Give them your new
account number and The Village Bank’s routing number: 211371858.
2. Change Your Automatic Payments
Fill out the enclosed Automatic Payment Request form and provide it to any
organization you’ve authorized to take automatic payments or transfers from your
account. You also may need to attach a voided check or deposit slip. The Account
Inventory Checklist provided can be used to record important information regarding
your direct deposit and automatic payments or transfers.
3. Close Your Old Account
Fill out the enclosed Account Closing Request form and provide it to your former bank
or credit union to close your account and request a check for the remaining balance
in your account(s) with that institution. Remember to do so only when you’re sure all
of your checks have cleared and your direct deposit and automatic payments/transfers
have been changed. Then, destroy your old checks and ATM/debit card.
That’s all there is to it!
Three easy steps and you’re done! Plus, for your convenience in setting up Village Online
Bill Pay, we have included a handy Online Bill Pay Worksheet.
You’re on your way!
We’re happy you decided to switch to The Village Bank. We think you will be, too!
Auburndale • Newton Highlands • Newtonville
Nonantum • Waban • Wayland • West Newton
www.village–bank.com • (617) 527-6090
Member FDIC
Member SIF
Your Village. Your Bank.
Direct Deposit Request
To: Payroll Department
Employer Name:_____________________________________________________
I hereby authorize direct deposit of my paycheck to my account with The Village Bank.
Name: ____________________________________________________________________
Social Security Number: ___ ___ ___ - ___ ___ - ___ ___ ___ ___
Payroll Direct Deposit
n Establish direct deposit
n Change my existing direct deposit
Deposit Instructions:
n Deposit entire amount to account number___ ___ ___ ___ ___ ___ ___ ___ ___ ___
n Checking
n Savings
n Deposit $____________ to account number___ ___ ___ ___ ___ ___ ___ ___ ___ ___
n Checking
n Savings
The Village Bank Routing Number: 2 1 1 3 7 1 8 5 8
Thank you.
Signature_______________________________________________ Date ______________
Auburndale • Newton Highlands • Newtonville
Nonantum • Waban • Wayland • West Newton
www.village–bank.com • (617) 527-6090
Member FDIC
Member SIF
Your Village. Your Bank.
Automatic Payment Request
This letter serves as a request to have the following payment automatically debited from my
account with The Village Bank.
n Establish Automatic Payment
n Change my existing Automatic Payment
Automatic Payment Information:
Company Name ____________________________________________________________
Address ____________________________________________________________________
City/State/Zip ______________________________________________________________
Company Account Number __________________________________________________
Payment Amount $ _______________
n Monthly n Bi-weekly n Weekly
First Payment Date _______________
Customer Information:
Name ______________________________________________________________________
Address ____________________________________________________________________
City/State/Zip ______________________________________________________________
Daytime Phone_________________________
Email_____________________________
Bank Account Information:
Account Type:
n Checking n Savings
Village Bank Account Number ___ ___ ___ ___ ___ ___ ___ ___ ___ ___
The Village Bank Routing Number: 2 1 1 3 7 1 8 5 8
Thank you.
Signature_______________________________________________ Date ______________
Auburndale • Newton Highlands • Newtonville
Nonantum • Waban • Wayland • West Newton
www.village–bank.com • (617) 527-6090
Member FDIC
Member SIF
Your Village. Your Bank.
Account Inventory Checklist
Use this sheet to help identify important information to make switching your account(s) to
The Village Bank stress-free.
The Village Bank Information
Name and Address: The Village Bank, 307 Auburn Street, Auburndale, MA 02466
Routing Number: 211371858
Customer Information
Checking Account Number: __________________________________________________
Savings Account Number: ____________________________________________________
Direct Deposit Information
Type of Automatic Deposit
Account Number
Amount
Date
Account Number
Amount
Date
Employer Payroll
Social Security
Pension
Automatic Payments/Transfers
Type of Automatic
Payments or Transfers
Mortgage/Rent
Car Loan/Lease Payment
Insurance
Gas
Oil
Electric
Phone
Health Club
Auburndale • Newton Highlands • Newtonville
Nonantum • Waban • Wayland • West Newton
www.village–bank.com • (617) 527-6090
Member FDIC
Member SIF
Your Village. Your Bank.
Account Closing Request
Date __________________________________
Bank Name _________________________________________________________________
Address ____________________________________________________________________
City/State/Zip ______________________________________________________________
This letter serves as authorization to close my account(s) at your institution effective today.
Please close the account(s) listed below and send a check to me at the address provided.
Thank you.
Close the following accounts:
Account Type
(Checking, Savings, etc.)
Account Number
1.
2.
3.
Account Owner(s) Name _____________________________________________________
Mailing Address _____________________________________________________________
City/State/Zip_______________________________________________________________
Daytime Phone _____________________________________________________________
Account Owner Signature ____________________________________________________
Joint Signature (if applicable) _________________________________________________
Auburndale • Newton Highlands • Newtonville
Nonantum • Waban • Wayland • West Newton
www.village–bank.com • (617) 527-6090
Member FDIC
Member SIF
Your Village. Your Bank.
Online Bill Pay Worksheet
Use this worksheet to help set up your payees within Village Online Bill Pay.
ONLINE BILL PAY PAYEE
Payee
Street Address
Contact Phone Number
Account Number/Payment Memo Reference
Amount of Payment
Date of Next Payment
Number of Payments Remaining or End Date
City/State/Zip
Payment type: n Recurring n One-Time
Amount of Last Payment
ONLINE BILL PAY PAYEE
Payee
Street Address
Contact Phone Number
Account Number/Payment Memo Reference
Amount of Payment
Date of Next Payment
Number of Payments Remaining or End Date
City/State/Zip
Payment type: n Recurring n One-Time
Amount of Last Payment
ONLINE BILL PAY PAYEE
Payee
Street Address
Contact Phone Number
Account Number/Payment Memo Reference
Amount of Payment
Date of Next Payment
Number of Payments Remaining or End Date
City/State/Zip
Payment type: n Recurring n One-Time
Amount of Last Payment
ONLINE BILL PAY PAYEE
Payee
Street Address
Contact Phone Number
Account Number/Payment Memo Reference
Amount of Payment
Date of Next Payment
Number of Payments Remaining or End Date
City/State/Zip
Payment type: n Recurring n One-Time
Amount of Last Payment
Auburndale • Newton Highlands • Newtonville
Nonantum • Waban • Wayland • West Newton
www.village–bank.com • (617) 527-6090
Member FDIC
Member SIF