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Switch Kit

Switching your accounts to Sumner Bank & Trust is easier than you might think. We do the heavy lifting. We move your drafts, bill pay vendors, direct deposits and more, which also moves the worries right out of your mind. Visit any of our locations to get started. 


Items that might be helpful to begin the process:

Previous Bank statements - This is to determine automatic ACH and draft information, as well as old account numbers to facilitate the switch. Remember, this includes deposit and loan accounts.

Vendors and Payee Information - By simply bringing in a list of the companies you currently pay online, we can move them to your Sumner Bank & Trust Bill Pay screens. It really is that simple.

Ready to get started?  Below, you’ll find a checklist of items that an associate will discuss with you during the switch, and forms to sign to authorize us to begin.

View Checklist