Switch Kit

We've gathered all the necessary tools to make your switch easy! You can begin the process whenever and wherever it's convenient for you! Download our user-friendly Switch Kit, complete it, and then visit the nearest branch location.

 

1. Let's get started.  Open your new GenoaBank account(s).
    
2. Organize your information.  Our Direct Deposit Automatic Payment Organizer is designed to help you organize and account for all your transactions (subscriptions, loan payments, utilities, etc.) that will be transferred to your new account(s) at GenoaBank. 
    
3. Switch your direct deposits.  Send the Direct Deposit Change Request Form to your employer and any other sources of funds so they can automatically transfer funds into your new GenoaBank account.   For any questions regarding your employer's payroll process, please contact the payroll department or processor directly.
    
4. Switch any automatic payments.  Use our Automatic Payment Change Request Form to transfer or set up a new automatic payment from your new GenoaBank account.  Please allow sufficient time for your first payment to be processed.                                                                                                                                                          *Did you know many companies allow you to change the automatic transfer information from your account on their website?  This process is typically               faster and requires less time for your first payment.  
    
5. Close the account(s) at your old financial institution(s).  While saying "goodbye" can be tough, we've created an Automatic Closure Authorization Form for your convenience.  Before closing your accounts, ask if there are any fees for closing them. Be sure all your checks and debits have cleared BEFORE closing your old account.