HCB Switch Kit

switch it Up!

If you have recently opened a new Highpoint Community Bank account, or are considering doing so, we can help!  We have tools and resources to help you transition from your previous account to your new account at HCB.

Our HCB Switch Kit is a downloadable PDF with instructions, suggestions of who to notify and tips to streamline the process. It includes letter templates to notify current providers of your account change.

 

Our HCB Switch Kit includes:

Our Switch Specialists can help you make the change whether it be in person, through Highpoint Connect video chat or email. They can assist you every step of the way!

 

 

 

           

 

 

4 Easy Steps to Switching Your Account

 

  Step 1

Open an HCB Checking Account.

Choose an account that fits your needs and simplify your life with our electronic banking services. Services include Online and Mobile Banking, Mobile Check Deposit, Bill Pay and eStatements. To learn more and enroll in online banking click here.

   

Tip:  You will need to enter your social security number, account number, email and phone number to enroll in Online Banking.

 

  Step 2

Change your Direct Deposits.

Transfer any direct deposits to your new account. This may include your employer, pension, social security or investment company.

Tip: The transfer may take a month or two to happen.

 

  Step 3

Switch your Automatic Payments.

Start to switch automatic payments or electronic bill pay to your new account. You may pay bills through bill pay, directly from your account or by a debit card authorization. The Automatic Payment Switch form can be utilized to notify each company. If you prefer electronic bill pay to pay your bills, set up bill pay and payees in HCB Online Banking.

   

Tip: If you have an online profile with a company, you may be able to update your payment details using the online account.

 

  Step 4

Close your Old Account.

Once the outstanding checks and other items have cleared, direct deposits have been transferred and automatic payments switched, contact your previous bank to close your account. You can use the Account Closing Form to request the closure. Destroy your old checks, debit card or deposit slips.

   

Tip: If you have an outstanding balance, simply write a check for the remaining balance.