Make the Switch to People First Bank.
Switching banks doesn’t have to be difficult. Use our switch kit to make it easy to move your accounts to People First Bank.
All the forms you’ll need to switch your accounts, your automatic transfers and payments, and direct deposits are right here.
Here is the information we’ll need from you to make the switch:
- Name(s) as listed on current accounts
- Physical address (no P.O. Boxes)
- Social Security number(s) / TIN
- Date of Birth
- Government picture ID
- Name of your current financial institution
- List of all direct deposits, automatic deposits, automatic payments and/or automatic transfers
- Your most recent bank statement
- Copies of bills that are automatically drafted from your accounts (if any).
What Sets Us Apart
Three simple steps to make the switch!
Choose your Branch
Meet your Customer Service Representative and set up your new People First Bank accounts.
Change your Automatic Payments and Deposits
Automatic Transfers
Change your automatic transfers to your new People First Bank accounts.
Direct Deposits
Change your direct deposits to your new People First Bank accounts.
Automatic Payments
Change automatic payments and drafts to your new People First Bank accounts.
Close your old accounts
Close your checking and savings accounts at your former bank.
Keep track of everything you need to switch to People First Bank with our Switch Checklist.
What Sets Us Apart
Click on the following
Download all of the above documents in one, easy to use file. Switch Kit Download
If you have any questions or concerns, don’t hesitate to call or stop by any of our locations. We will do everything we can to make your transition to Peoples Bank a smooth one.
All of the downloadable forms on this page are in Adobe Acrobat® (PDF) format and require Acrobat Reader. If you do not have Acrobat Reader installed on your computer, click on this icon for a free download.
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