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Switch Today

An SSBT Personal Banker will help make switching easy

 Thank you for switching to South Story Bank & Trust. We’re honored to serve you. To make the process as seamless as possible downloadable forms are provided for you and a personal banker is available to help you along the way.

Start by downloading the switch forms and filling out the forms that are applicable to you. Then follow the easy steps below and you will be switched over in no time!

Download your switch kit

Download the following forms:

  1. Automatic payment change request form
  2. Direct Deposit change request form
  3. Worksheet to balance your old account
  4. Request to close my account
  • Step 1:

    Open a South Story Bank & Trust Checking account! See a Customer Service Representative at one of our convenient locations. They will help determine what account(s) fit you best.

    To make the process even faster, have the Customer Information Sheet filled out when you come in to open your South Story Bank & Trust Checking account.

  • Step 2:

    Stop using your previous checking account. Allow time for outstanding checks to clear. Destroy your ATM/Debit cards, any unused checks, and deposit slips.

  • Step 3:

    Move your Direct Deposit(s) to South Story Bank & Trust. Use the Direct Deposit Request to make this process even easier!

  • Step 4:

    Transfer any Automatic Payments and Debits to South Story Bank & Trust. Use the Automatic Payment Request to assist you in quickly making the switch.

  • Step 5:

    Close your previous checking account. Use the Account Closing Request to close your previous checking account.