It’s Easy to Switch
We have made moving your accounts to Great Oaks Bank simple and easy using our convenient downloadable PDF forms. Our friendly and knowledgeable bankers are ready to assist you every step of the way.
1. OPEN A GREAT OAKS BANK ACCOUNT
Visit with a Customer Service Representative at one of our convenient locations to open your Great Oaks Bank account or start the account opening process online today.
2. SWITCH YOUR AUTOMATIC TRANSACTIONS
Please download and complete the Electronic Transaction Checklist. Then contact each account with one of the two forms below to switch your deposit and withdraw accounts.
- Human Resources Department
- Retirement or Pension
- Social Security Administration
- Home/Auto Insurance
- Life Insurance
- Auto Loan
- Credit Cards
3. CLOSE YOUR OLD ACCOUNTS
Immediately begin using your new account. Make sure your old account is active long enough to allow outstanding checks and automatic withdrawals to clear through your old account. Then, complete the Account Closure Request Form, and we will be happy to do the rest. Destroy your old checks, ATM/Debit Card, and deposit slips.
4. YOU ARE DONE!
Welcome to Great Oaks Bank! We hope you will take advantage of all the great products and services we offer. Do not hesitate to let us know if we can help in any way.