Switch to State Bank of Cross Plains
STEP 1: Open your checking and/or savings accounts
Step 2: Make a list of your deposits and payments
Managing your money can be so much easier with automated bill pay, direct deposit and recurring transfers or payments. The second step in our process is to create a list of all your deposits and payments. Here are a few examples:
Deposit Examples: Employers, Pensions or Retirement plans, Social Security, & Investment income
Payment Method Examples: Check & Direct Deposit, Bill Pay, Mobile Banking, Automatic Payments, & Pay by Check
Linked Accounts: You should also take note of where your current account or debit card is linked. For example, your account might be the default method of payment on Amazon or linked to your digital wallet app.
STEP 3: Enroll in Online and Mobile Banking
Enjoy a simple, convenient, secure and easy way to manage your money - anytime of the day or night with Online Banking.
Manage your money anywhere right from the palm of your hand with our mobile app. Get instant balances, send money and even check your Credit Score.
Explore all the digital banking solutions offered, including Zelle, Card Manager, Credit Sense, Digital Wallet, Personal Finance Manager and more...
Step 4: Update Direct Deposit
Complete the Government Benefits Enrollment form and return to your local SBCP office in order to transfer government benefits directly into your SBCP personal checking and/or savings account.
STEP 5: Change the way you pay
Once direct deposit is set up, begin moving over all the other automatic payments on your list. Use Bill Pay to control your payments and pay bills directly online at any time. Continue to move over your automatic payments to your new State Bank of Cross Plains checking account using your account number and our routing number.
STEP 6: Stop using and close your old account
- Make sure all automatic deposits are going into your new SBCP personal checking and/or savings account
- Make sure all checks, withdrawals and recurring check card payments have been taken from your old account
- After clearing all items from your old account, contact the financial institution to close your account (might have to in person)
- After closing the account, destroy old debit cards, checks, and other forms related to the account
Congratulations, you have successfully switched to State Bank of Cross Plains. We thank you for your business and are excited to serve you in the future. If you need further assistance, please don’t hesitate to contact us!