Charter Oak Bank Makes Switching Your Bank Accounts Easier
Welcome to Charter Oak Bank. We’ve developed the Charter Oak Bank Switch Kit to make your change as easy as possible. It will help simplify your transition while ensuring your complete satisfaction from the beginning. We’ve helped many of our customers make a smooth and easy switch of their bank accounts. Let us help you too!
Four Simple Steps to Switch
1. Open an account with Charter Oak Bank. Download and print forms below * and bring completed forms to Charter Oak Bank
2. Discontinue using your previous accounts. Allow time for any outstanding checks, final direct deposits and/or automatic withdrawals to clear, and make certain enough funds are available in your account to cover these transactions.
3. Change your automatic payments and direct deposits to your new account.*
4. Notify your prior financial institution to close your former account.*
* A form is available in this Simple Switch Kit for this purpose.
Here is the information you will need to change your automatic payments:
