Switch Kit

Step 1

Open your new The Pauls Valley National Bank checking account. You can open an account by visiting any of our convenient locations.

Step 2

Move your Direct Deposits to Your New Account. Once your checking account is open, you will want to switch your direct deposits to your new account. You will need to inform companies who make direct deposits on your behalf to use the new account. You can use the Payroll Direct Deposit Authorization Form (see New Account Forms) to notify these companies of the change. Print one form for each direct deposit, fill it out and send it to the company making the deposit. For social security direct deposits, changes may be made by calling Social Security Administration at 1-800-772-1213.

Move your Automatic Withdrawals to Your New Account. You will want to change any automatic payments that are being drafted from your old account. You will need to notify the companies making those drafts to begin using your new PVNB account. You can use the Automatic Payment/Deposit Switch Form to notify these companies of the switch. Print one form for each company making an automatic payment/deposit, fill it out and send to the company making the payment/deposit.

Automatic Payments Form

Step 3

Close Your Old Account. You can send a written notice to close your old checking account using the Account Closing Form.
Please Note: You must let all of your outstanding checks clear. Destroy any unused checks, ATM and debit cards and deposit slips.

Account Closure Form

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