Switch Kit
Switching is easy. Simply print and fill out the Switch Kit, and bring it in to your local Legacy Bank when you come to open your new account.
Legacy Bank Switch Kit
You can also personalize these letters to make switching even easier.
Account Closing Notification
This letter provides written notification to your current financial institution letting them know that you will be closing your accounts with them.
ACH Withdrawal/ Payment
This letter provides written notification to your current financial institution about your intent to switch your automatic withdrawal/payment to Legacy Bank.
Automatic Withdrawal
This letter provides written notification of your request to have your regular payment/bill automatically deducted from your account with Legacy Bank.
Check Card Withdrawal
This letter provides written notification of your intent to switch your automatic withdrawal/payment from your old bank account to your new account with Legacy Bank.
Direct Deposit Authorization
This letter provides written notification of your intent to have payments directly deposited into your account(s) with Legacy Bank.
Direct Deposit Change
This letter provides written notification of your intent to switch your direct deposit from your old bank account to your new account with Legacy Bank.