better banking Making the switch to is easier than ever. All it takes is 5 easy steps.

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Making the switch to

better banking

is easier than ever.

HERE’S EVERYTHING YOU NEED

All it takes is 5 easy steps.

We know that changing banks can be a hassle.

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5 easy steps to better banking

STEP 1:

Enroll in online banking and order your Webster

VISA®_{Debit Card. Just go to websterbank.com} or stop by a banking center.

STEP 2:

Stop using your old account as soon as you receive your

new Webster checks.

STEP 3:

Switch your direct deposits by completing the attached

Direct Deposit Change form for each direct depositor.

STEP 4:

Redirect online and automatic payments using the

Automatic Payment Change form. Give copies to all companies who make withdrawals from your account.

STEP 5:

Close your old account with the Authorization to Close form.

This will tell your old bank how and where to send a check for any remaining balance on your old account.

All the forms you need are right here.

You can complete forms online and then print them out, OR print them out first and then complete them. Just follow directions on each form . If you have any questions, call our Customer Care Center at 800.325.2424, 7 a.m. –10 p.m. 7 days a week, or stop by any banking center.

Call

800.325.2424 ClickWebsterBank.com In personat any Webster location

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DIRECT DEPOSIT CHANGE AUTHORIZATION FORM

Complete this form and submit it to any company or organization that is automatically depositing funds to your existing checking account. (For example: payroll, Social Security,

disability, investment income)

DIRECT DEPOSIT CHANGE INFORMATION

Name _______________________________________________________________________ Joint owner (if applicable) ____________________________________________________ Address _____________________________________________________________________ City, State, Zip _______________________________________________________________ Phone ______________________________________________________________________

PLEASE DISCONTIUE SENDING MY AUTOMATIC DEPOSIT TO:

Name of financial institution _________________________________________________

PLEASE BEGIN SENDING THIS DEPOSIT TO:

Webster Bank, N.A. 145 Bank Street Waterbury, Ct 06702 800.325.2424

Routing # _______________________________________________________ Account # _______________________________________________________ I authorize that the entity listed above may initiate deposit of my funds to a Webster checking account and that this authorization is to remain in effect until I send written notice of change or cancellation.

Signature ___________________________________________________________________ Date ________________________________________________________________________

PLEASE CHECK ONE

Deposit entire amount to the checking account. Deposit

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AUTOMATIC PAYMENT CHANGE AUTHORIZATION FORM

Complete this form and submit it to any company or organization that is automatically withdrawing payments from your existing checking account (insurance, gym membership, mortgage). Remember, this could take up to two weeks to process. Feel free to make copies of this form if you need to. The Transfer Checklist on the next page is useful for listing each automatic payment for which you’ll need to complete this form.

PAYMENT CHANGE INFORMATION

Name _______________________________________________________________________ Address _____________________________________________________________________ City, State, Zip _______________________________________________________________ Phone ______________________________________________________________________ Payment Description ________________________________________________________

I CURRENTLY HAVE MY PAYMENT AUTOMATICALLY WITHDRAWN FROM:

Name of financial institution _________________________________________________

PLEASE TRANSFER THIS MONTHLY TRANSACTION TO:

Webster Bank, N.A. 145 Bank Street Waterbury, Ct 06702 800.325.2424

Routing # _______________________________________________________ Account # _______________________________________________________

I authorize you to redirect future automated payment withdrawals to Webster Bank, N.A. Signature ___________________________________________________________________

Date ________________________________________________________________________

ACCOUNT TYPE

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TRANSFER CHECKLIST

Use this checklist to help you keep track of automatic payments that you have set up from your current bank account and want to transfer to your new Webster account.

Payment Account Name Payee Account Number

Payment Withdrawal/

Send Date # of Days to Process Date Payee Will Receive Payment Payment Amount

Example: Visa Credit Card 1234-5678-9123-4567 October 1 3 October 4 $50.00

Remember to include payments for:

• Mortgage • Cable/Internet Bill • Insurance (home, car, health, life)

• Credit Card • Phone Bill • Day Care

• Car Loan • Electric/Oil/Gas Bill • Gym

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AUTHORIZATION TO CLOSE MY ACCOUNT

To close out your account(s) at your current bank, please complete an Authorization to Close form, making copies of the form as necessary. Mail or take the completed form(s) to your current bank. Be sure to move any remaining account balance(s) to your new Webster account(s).

ACCOUNT TO CLOSE

Current Financial Institution Name ___________________________________ Account# ____________________________________________________________ Name on Account ____________________________________________________ Joint Owner (if applicable) ____________________________________________ Account Owner Address _____________________________________________ City, State, Zip _______________________________________________________

PLEASE CLOSE THE FOLLOWING ADDITIONAL ACCOUNTS:

Checking Account# ______________________________________________________ Savings Account# _______________________________________________________ Other Account# _________________________________________________________

Please send a check payable to me/us for the remaining balance in the above described ac-count(s) to the address on file.

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• Check with your bank to make sure no additional forms or information are required. • Ask about any possible early withdrawal penalties before you close your old account.

For Certificates of Deposit (CDs), it is important to double check maturity dates. • Ensure all outstanding checks have cleared your old account.

• Ensure all electronic credits or debits/payments have been transferred to your new account or stopped.

• If you have a balance remaining in your old account, contact your old bank if you do not receive your check within three weeks.

Helpful Hints

Call

800.325.2424 ClickWebsterBank.com In personat any Webster location

Talk to a Webster banker to learn more and switch your account today!