Switch Kit

Easily switch your accounts to Success Bank

Did you just move to the area and need to switch banks? Or, maybe you are looking for a bank that can offer you more success. At Success Bank, we make it easy for you to switch funds from your previous accounts with our Switch Kit.

If you haven’t already, open a checking or savings account with us.
Make sure you have the account number for your new Success Bank account AND your account number for your old account available before starting Step 1.
You will also want to have information for any organization that makes automated deposits to or debits from your old account.

Examples of automatic deposits: direct deposit of paychecks, pensions or alimony.

Examples of automatic debits you may have set up: cell phone bills, utility bills, memberships.

Success Bank Account Information

Provide your new account information for Success Bank.

Primary Account Holder

First Name *

Middle Initial

Last Name *

Address *

Address 2

City *

State *

Zip Code *

Phone *

Fax

Email *

Is there someone else sharing this account? * Yes No

Account Information

Please choose which Success Bank account(s) you would like funds transferred into.

Account Type *

Account Number *

Add Account

Previous Financial Institution

Provide information for the bank you are leaving.

Previous Institution

Name of Previous Financial Institution *

Address *

Address 2

City *

State *

ZIP *

Phone *

Fax

Account Information

Previous Financial Institution's Account Number *

Date You Wish for Previous Account to Be Closed *

* Please keep in mind any automated debits (ACH) and/or deposits to bring over. When selecting a closing date for an account, be sure to keep it open long enough for existing ACH payments and credits to clear.

Where can we send your money?

Transfer funds to *

Automatic Debits Or Direct Deposits

Utilize to transfer any of these items from your previous institution.

Debtor or Creditor:

Company Name *

Address *

Address 2

City *

State *

ZIP *

Phone *

Fax

Account Information

Automated Transaction Type*

From Previous Company's Account Number *

To Account *

Do you ever think to yourself, "I wish my bank could..."?

Well we can, and we're ready to help you! Make the switch to our bank today!

Switch Now