woman talking to a bank teller
Changing your banking relationship to FBT Bank & Mortgage is easier than you think!
To assist you with this process, we’ve compiled all the necessary forms into one convenient packet called a “switch kit.” Our switch kit is broken down into five easy steps. To speed up the process, you can view and print out all of the necessary forms online, complete them and bring them in to one of our friendly new accounts representatives today. Soon, you’ll be on your way to experiencing financial solutions for the 21st century.
Complete the new account application and information request form.
Provide two forms of identification: Primary photo such as driver’s license, military ID card, state issued ID card. Secondary such as birth certificate, Social Security, Voter registration card, credit card.
Provide a list of current Direct Deposits with name of depositor and phone number and we will contact your depositor for you.
Provide a list of all bank drafts with name of payee, account number and telephone number and we will contact the names on this list for you.
Once we have all of the necessary information, let us help you select the best account for you!
IMPORTANT REMINDER: After you’ve set up your new accounts with FBT Bank & Mortgage, leave your old accounts active long enough to allow outstanding checks or automatic withdrawals to clear. Once you’re sure your old bank accounts are inactive, ask your previous financial institution to send you the balance from that account to close it out. Then you can destroy your old checks, ATM/debit cards and deposit slips.