
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. No hassle. No worries. Forget Switch Kits. Sure, SB &T, has the forms you need, but that’s not where the service ends; it is where it begins Experience the SB & T Switch. Banking the way it should be, carefree.
A Sumner Bank & Trust associate is ready to assist you at any time. 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 current list of the companies you currently pay via Online Bill pay we can establish those same payees and add new ones to your SB & T Bill Pay screens. It is that simple.
Anxious to get started? Below you will find a checklist of items that an associate will discuss with you during the switch and forms to sign to authorize us to begin.
| Checklist |
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Switch Kit Checklist |
| Form 1 |
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Use to close an account and transfer any remaining funds to
your new Sumner Bank & Trust account(s) |
| Form 2 |
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Use to change your payroll or direct deposit |
| Form 3 |
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Use to change your automatic payment or withdrawal |
| Form 4 |
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Use to transfer an existing loan |
| Standard Form 1199A |
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Use to change your Social Security direct deposit |
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