Switching is as Easy as 1 - 2 - 3 - 4
At First State Bank, we eliminate the hassle to make your switch easy. In just 4 simple steps you can be on your way to better banking. Need personal assistance? Contact one of our Personal Bankers and we would be happy to assist. We look forward to helping you on your path to success.
Step 1: Open and Start Using Your First State Bank Account
We will partner with you to help you choose the accounts and services that best fit your needs.
Step 2: Create an Electronic Transactions Checklist
It only takes a minute to review your old account for direct deposits and automatic payments. The transaction checklist below will help you to identify all direct deposits and automatic payments. Time is of the essence, we can happily assist you with this step! Bring in your last three statements from your former bank and we will lead you through the process and and make the switch easy for you!
Automatic Payment/Deposit Checklist:
| □ Mortgage/Rent | □ Daycare |
| □ Loans | □ IRA/Retirement |
| □ Cell/Home Phone | □ Investments |
| □ Internet | □ Tuition/School |
| □ Cable/Sat TV | □ Credit Cards |
| □ Streaming Services (Netflix etc.) | □ Health Clubs |
| □ Water | □ Charities |
| □ Gas | □ Employee Payroll |
| □ Electric | □ Pension/Retirement |
| □ Trash Removal | □ Investment Income |
| □ Insurance | □ Other |
Step 3: Change Online and Recurring Deposits and Withdrawals
Use the Transactions Checklist above to change all direct deposit and automatic payments to your new First State Bank Account. Be sure to remember automatic payments from your debit card.
Step 4: Close your Former Account
