SimplySwitch!
Welcome to MB!
With your new MB account in place, switching your direct deposits and automatic payments from your old bank
to MB is as easy as following these simple steps:
1) Set up a Direct Deposit Transfer
Direct deposit is:
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■
■
Simple: With direct deposit, your check is automatically deposited into your account and available sooner
than regular check deposits.
Safe: Direct Deposit is safer than a traditional paper check. You don’t have to worry about your check being
lost on the way to the bank or risk someone else accessing your financial information. The funds are sent
directly to the bank, so only you have access to your information.
Convenient: You never have to worry about when you’re going to get to the bank to deposit your check.
That’s because your check is automatically and electronically sent to your account. Direct Deposit saves you
the time and hassle of having to come to the bank to make your deposit.
Get started:
Simply gather the required information required to complete the Direct Deposit Transfer form and send it to
your direct deposit provider or, for assistance, speak to your banker.
2) Set up an Automatic Payment Transfer
Automatic payment allows your service provider (utility company, cell phone company, etc) or billing company to
debit your monthly bills directly from your account.
Automatic payment is:
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■
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Safe: With utomatic payments, you will never have to worry about your checks being lost in the mail or
ending up in the wrong hands.
Inexpensive: Automatic payment is free! You save money on the cost of stamps, envelopes, checks – and time!
Convenient: Automatic payment saves you the time of running to the post office and manually writing out
checks to pay your bills.
Get started:
If you do not already use automatic payments, contact your billing companies to set it up. If you already use
automatic payments, gather the required information and complete an Automatic Payment Transfer form for
each automatic payment you want to switch.
3) Close your old bank account(s)
Once you are certain that all checks and transactions have cleared your old bank account(s) and balances have
transferred to your new MB account, complete and send the Account Closing form to close your old bank account(s).
®
www.mbfinancial.com
1.888.i bank mb (1.888.422.6562)
Member
FDIC
SimplySwitch!
Frequently Asked Questions
How do I find my MB routing number and my account number?
The MB routing number is 071001737. Your account number is located on the bottom of your checks. It is
the second set of numbers after the routing number.
How long will it take to switch each direct deposit and/or automatic payment?
Depending on the direct deposit provider/billing company, it could take anywhere from a couple of days to
a few weeks.
How will I know when each automatic payment switch has been completed?
We suggest that you use the Simply Switch Checklist to help you track and confirm when your transactions
have successfully switched over to MB. You will know the switch is complete when you see the deposit or
payment show up on your MB statement and disappear from your old bank’s statement. Keep an eye on
your accounts at your old bank and at MB to ensure that all automatic payments have successfully
switched.
When should I close my account(s) at my old bank?
You should not close your old bank account(s) until you confirm that all automatic payments have
successfully switched to your new MB account. Otherwise, you may not receive your direct deposit or you
may overdraw your old account.
What if I receive a direct deposit from Social Security or military?
For questions about your Social Security direct deposit, please contact the Social Security Administration at
800.772.1213 or go to www.ssa.gov. If you have questions about your military direct deposit go to
www.mypay.dfas.mil.
I don’t want to use automatic payments to pay my bills; are there any other payment options?
Yes! MB offers internet banking with bill pay at ibankmb.com. It’s a free, safe and convenient way for you to
pay your bills. Plus, it’s easy to get started: You can enroll on ibankmb.com or find more information at
mbfinancial.com.
Who can I contact if I need help or have questions?
Call MB’s Telephone Banking Center at 1.888.i bank mb (1.888.422.6562). We’re here 7:00 a.m. to 11:00 p.m.
Monday-Saturday and 9:00 a.m. to 5:00 p.m. on Sunday.
®
www.mbfinancial.com
1.888.i bank mb (1.888.422.6562)
Member
FDIC
SimplySwitch!
Checklist
DIRECT
DEPOSITS
DATE FORM
SENT OUT
DATE DEPOSIT
RECEIVED AT MB
FINANCIAL BANK
DATE FORM
SENT OUT
DATE PAYMENT
POSTED AT MB
FINANCIAL BANK
Payroll Deposit
Social Security
Other:
AUTOMATIC
PAYMENTS
Utilities:
Telephone Company
Cellular Phone Service
Electric Company
Gas Company
Cable TV
Internet Service
Water
Other Payments:
Mortgage Payment
Other loans
Insurance Payment
Investments
Other:
®
www.mbfinancial.com
1.888.i bank mb (1.888.422.6562)
Member
FDIC
SimplySwitch!
Direct Deposit Transfer
Date
Name of company making direct deposit to your account
Address
City
State
ZIP
TO WHOM IT MAY CONCERN:
Please be advised that I am authorizing you to begin a direct deposit transfer using the account information
below. Please begin sending this deposit to:
MB Financial Bank
Chicago, Illinois
Routing Transit Number: 071001737
$
Account Number
Amount to Deposit
$
Second Account Number
Amount to Deposit
If you have any questions regarding this request, please call me at the number listed below. Thank you for your
assistance with this matter.
Sincerely,
Signature
Social Security Number
Name (print)
Employee ID (if applicable)
Address
City
(
Phone
State
ZIP
)
Day
Evening (select one)
E-mail
®
www.mbfinancial.com
1.888.i bank mb (1.888.422.6562)
Member
FDIC
SimplySwitch!
Transfer of Automatic Payments
Date
Name of company making automatic withdrawal from your account
Address
City
Please check one:
New Automatic Payment
State
ZIP
Existing Automatic Payment
If this is a new automatic payment, please skip section A.
A. TO WHOM IT MAY CONCERN:
Currently, you are debiting $
Payment amount
Old Bank
for
from:
Company account number
Routing Transit Number
Account Number
For
On
. Please STOP this debit.
Payment or Reason
Date of Payment
B. Please START making these automatic withdrawals from:
MB Financial Bank
Chicago, Illinois
Routing Transit Number: 071001737
MB Financial Bank Account Number
I understand that I need to give you at least two weeks notice prior to the next scheduled transaction.
Therefore, I expect the last transaction from my old bank account to be dated
and the first one from MB Financial Bank to be dated
This letter is written authorization to make the above changes. If you have any questions regarding this
request, please call me at the number listed below. Thank you for your assistance with this matter.
Sincerely,
Signature
Name (print)
Address
City
(
Phone
State
ZIP
)
Day
Evening (select one)
E-mail
®
www.mbfinancial.com
1.888.i bank mb (1.888.422.6562)
Member
FDIC
SimplySwitch!
Account Closing Notice
Date
Old Bank Name
Address
City
State
ZIP
TO WHOM IT MAY CONCERN:
Please close the following account(s) with your bank:
Account Number
Type of Account
Account Number
Type of Account
Account Number
Type of Account
Please send a cashier’s check for the remaining balance of each account to the address below.
This letter is written authorization to make the above changes. If you have any questions regarding this
request, please call me at the number listed below. Thank you for your assistance with this matter.
Sincerely,
Signature Primary Account Holder
Name (print)
Signature Secondary Account Holder
Name (print)
Address
City
(
Phone
State
ZIP
)
Day
Evening (select one)
E-mail
®
www.mbfinancial.com
1.888.i bank mb (1.888.422.6562)
Member
FDIC