Switch Kit

This Switch Kit will provide you with step by step instructions and the necessary documentation to begin your banking tradition with us.

 

Step 1

Open your account with DeWitt Bank and Trust Company. We offer a variety of account products designed to meet your individual financial needs. You will find within
this kit a list of information required to open your account.

Important Information About Procedures for Opening a New Account with DeWitt Bank & Trust Company

To help the government fight the funding of terrorism and money laundering activities, federal laws requires all financial institutions to obtain, verify, and record
information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

Step 2

Stop using your old account. Balance your account with your previous financial institution to determine your checks, ATM withdrawals, debit card purchases or any
other transactions that you may have outstanding.

Reconciliation Form

Step 3

Contact companies to redirect any recurring automatic deposits such as payroll, Social Security, dividends, annuities, or other periodic distributions, into your new account with DeWitt Bank and Trust Company.

Automatic Deposit Authorization Form

Step 4

Contact companies to redirect any recurring automatic payments deducted to your new account with DeWitt Bank and Trust Company such as mortgage, car, insurance
premiums, utilities, etc.

Automatic Fund Transfer Authorization Form

Step 5

Log on www.dewittbankandtrust.com to apply for our online banking service. Once you are approved, apply for our Bill-Pay service to transfer any transaction that you
may have deleted from your previous online bill-pay service.

Step 6

After all of your checks, automatic deductions, and deposits have cleared, you will need to notify the previous financial institution to close your previous account by written instruction.

Account Closing Request Form

Most companies have notice of change information on their websites. Your former financial institution may require additional forms to close your account. Please contact them to make sure that other items are not needed to make the change go easily. We thank you for your decision to begin your tradition of community banking with DeWitt Bank and Trust Company. We look forward to serving you and your family in the years to come.

Looking for additional information?

Contact Us Visit a Branch

 

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