Account Transfer Checklist
Account Transfer Checklist
Use this checklist, along with your most recent bank statement from your previous
financial institution to identify all companies that need to be updated with your new
account information from SNB Bank, National Association.
Direct Deposits
Company
Account Number
Date Contacted
Transfer
Complete
Payroll
Payroll
Social Security
Other
Automatic Payments
Company
Account Number
Date Contacted
Transfer Complete
Electric
Telephone
Mortgage
Auto Loan
Cell Phone
Cable
Insurance
Gas
Water/Sewer
Internet
Other
Other
Please make sure all Direct Deposits and Automatic Payments requests have been processed prior to
closing your previous account.
Direct Deposit Form
Send this for to any entity that directly deposits to your account.
Company Information
Company ________________________________________________________________
Address _________________________________________________________________
City, State, Zip ____________________________________________________________
Phone __________________________________________________________________
Previous Financial Institution
Name of Institution _______________________________________________________
Address _________________________________________________________________
City, State, Zip ____________________________________________________________
Phone __________________________________________________________________
Your Account Number _____________________________________________________
Customer Information
Name __________________________________________________________________
Address _________________________________________________________________
City, State, Zip ____________________________________________________________
Phone __________________________________________________________________
Social Security Number_____________________________________________________
Name of Employer_________________________________________________________
New Bank Information
SNB Bank, National Association
P.O. Box 39
Shattuck, OK. 73858
Routing Number: 103103435
Account Number:_____________
Type of Account:_____Checking
_____Savings
I authorize my Direct Deposit to be sent my account at SNB Bank, National Association starting the
_____ day of __________________,20______.
________________________________________
Signature of Account Owner
_________________
Date
Automatic Payment Change Notice Form
Company Information
Company ________________________________________________________________
Address _________________________________________________________________
City, State, Zip ____________________________________________________________
Phone __________________________________________________________________
New Bank Information
SNB Bank, National Association
P.O. Box 39
Shattuck, OK. 73858
Customer Information
Routing Number: 103103435
Account Number:_____________
Type of Account:_____Checking
_____Savings
Name __________________________________________________________________
Address _________________________________________________________________
City, State, Zip ____________________________________________________________
Phone __________________________________________________________________
As of ______ day of _______________, 20____ please begin to debit this payment from my new
account at SNB Bank, National Association.
________________________________________
Signature of Account Owner
_________________
Date
................
................
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