Checking Switch Kit
CHECKING SWITCH KIT

 

Switching is easy!

STEP 1
Simply open a Community Resource Checking Account by applying online. Print out the application, complete, sign and mail or fax it to us. Once your application is processed, we will contact you with your checking account number.

STEP 2
If you’re currently signed up for automatic deposits or withdrawals with another financial institution, advise those organizations to discontinue this service. Sign up here to start direct deposit to your Community Resource checking account. Sign up here to transfer an automatic payment from previous checking account to your Community Resource checking account.

STEP 3
Wait approximately 30 to 60 days before closing your old checking account to make sure all outstanding checks have cleared, and any automatic deposits/withdrawals have been rerouted to your Community Resource checking account. At that time, send the Account Close and Transfer Form to your previous financial institution to close the account and have the balance mailed to you or to Community Resource, whichever you prefer.

If you need any assistance in switching your checking account today, please let us know. We will be happy to help you.

Call (518) 783-2211 or 1-888-783-2211 for more information.