Bank Account Switch Kit
Changing banks is not easy, which is why we offer an account Switch Kit that makes it easy to move your accounts to First Port City Bank. The Switch Kit is designed to help you organize all the information you need when opening a new account with us and close your old accounts at another financial institution.
*We also offer forms to help set up direct deposits to your new account and online bill payments.
When you are ready to make the switch, you can visit one of our branch locations.
Remember when opening your new account, you will need:
Government Issued Identification
One form of a valid, current government-issued photo identification (such as a driver’s license, state-issued ID, or passport) and
Additional Form of Identification
One other form of identification with your name on it such as a credit or debit card.
Switch Kit Steps
Step 1
Authorization to Close Accounts
Complete required paperwork to close accounts at other financial institutions and have funds transferred to your First Port City Bank Account(s).
Step 2
Online Banking Bill Pay Worksheet
Do you make payments online? We can help you transfer your online bill payments from your current account to your new First Port City Bank Account.
*A First Port City Bank CSR/Personal Banker will be glad to assist you with bill payment set up. Simply provide a copy of your billing statements and/or invoices.
Step 3
Direct Deposit Worksheet
Complete a copy of this form to redirect any direct deposits to your new account. Send each form, along with a voided check from your First Port City Bank Account, to your employer.
Step 4
Automatic Payment Worksheet
Complete a copy of this form to redirect each of your automatic payments. Mail each form, along with a voided check from your First Port City Bank Account, to the appropriate business, utility organization or merchant.
*Our staff can assist you with setting up automatic payments.
Have A Question?
Our personal, local bankers are here to help guide you through the account opening process.
