Personal Account Switch Kit

Switching banks is simple with our Account Switch Kit. The following forms are everything you

need to get your new account with Vista Bank up and running. Please know that you will need

to bring the completed forms into any one of our convenient locations to complete the process.

If at any time, you have any questions, please don’t hesitate to contact us. We’re looking

forward to getting to know you and meeting your financial needs.

1.) Open An Account With Vista Bank

Complete the New Account Form (Page 1) and bring it with you when you visit one of our

convenient locations. Please make sure you bring 2 current forms of ID with you.

2.) Enroll in Online Banking

Once your account is open, you can enroll in online banking. To enroll, complete the Personal

Online Banking Enrollment Form (Page 2) and give it to the Customer Service Representative

that is assisting you. Online Banking is free, and allows you to view transactions, pay bills,

transfer funds, and set up alerts to monitor your account card activity.

3.) Download Mobile Banking App

Once your account is open, make sure you find the Vista Bank Mobile Smart App in the App

Store and in the Google Play Store. Once downloaded, open the app and select “New User” and

the app will walk you through the necessary steps to enroll. Our mobile app is user-friendly and

allows you to view transactions, pay bills, transfer funds, deposit checks, and receive security

alerts all at the touch of your hand.

4.) Set Up Automatic Bill Pay and/or Direct Deposit

If you would like to set up an automatic bill pay or a direct deposit, make sure you complete the

appropriate forms (Page 3 and Page 4) and give them to the Customer Service Representative

at Vista Bank that is assisting you.

5.) Close Prior Account

After switching over your transactions to your new Vista Bank account, balance your old

account and make sure you don’t have any pending debits or credits. Once you’ve done that,

complete the Close Prior Account Form (Page 5) for each account you would like to close and

mail or hand deliver it to your prior bank.

Personal Account

Switch Kit

Individual Account Name

Mailing Address

City State Zip

Mailing Address (If Different)

Home Phone Work Phone

Date of Birth

Social Security Number Drivers License Number State Issue Date Ex. Date

E-mail Address

Joint Account

Checking Accounts _{Saving/Money Market Accounts Other Services Certificate of Deposit}

View Horizon Horizon Senior Horizon Interest Vista Vista Smart CD IRA Personal Savings Youth Savings Money Market

Visa Check Card Check Order

Safe Deposit Box (if applicable) Internal Use ONLY

System used to verify customer:

Branch Employee Account #

Deposit Amount Cash Check Account Info. Code: Type Class AML Score

Customer ID

If a new customer: AML Risk Level

Chexsystem OFAC Low Medium High

Referred By Opened By

NAICS/SIC Code

Please check one of the following: Individual

Payable-On-Death UTMA/UGMA

Joint With Right of Survivorship In Trust For (Totten Trust) Revocable Trust Name

Mailing Address

City State Zip

Mailing Address (If Different)

Home Phone Work Phone

Date of Birth

Social Security Number Drivers License Number State Issue Date Ex. Date

E-mail Address

If Joint Account, please complete the following.

Page 1

Personal Online Banking Enrollment Form

Customer Name (First & Last Name) SSN

Username (Each user must have a unique Username which can be all letters or a combination of letters and numbers, using 5-15 characters.)

Phone Numbers (We require one phone number, but recommend you provide 2 or 3.) Email Addresses

Address

City State Zip

New Customer - Personal Account Adding a User to a Personal Account Profile

Account # Name(s) on Account Account # Name(s) on Account Account # Name(s) on Account Account # Name(s) on Account

Account Access: List all Vista Bank accounts to be made available to this New User.

Non-Use Policy: Customers not active for 6 consecutive months will be removed from the Online Banking system. To re-establish your user ID you will need to complete a new enrollment form.

I believe the information given herein to be true and complete. I authorize you to verify it before allowing me to access the system. I understand that by requesting a Username for any person and allowing that person to access my accounts that I am assuming all responsibility for transactions created by this user. I agree to the terms and conditions of the Agreement and Disclosures, which have been provided to me. I understand the terms and conditions of all other agreements and disclosures with the bank continue to apply notwithstanding anything in this agreement. I understand that you will retain this application whether or not the account is established.

Customer Signature Date

Internal Use ONLY

Date Received Maintenance Date Completed Set Up By

CSR Branch Date

Branch Use OPS Use

User Rights:

Online Statements:View and Print (Requires customer to enroll account(s) for e-statements.)

Transaction Access: Please check the box next to each type of transaction the user will need access to, and the level of access to be allowed.

Funds Transfer (Transfers between Vista Bank Accounts created after 6:00 PM will be processed the following business day.)

Change of Address Stop Payments Check Orders

Bill Payment (Requires periodic password changes within the Online Banking system.)

Please allow 24 hours for the information you provide to be activated. After that time period, if you are experiencing

problems logging into your online banking please contact the branch location nearest you.

Text

Automatic Bill Pay

Name Home Address

City State Zip Home Phone Work Phone

Name of Business or Vendor Account Number with Payee

To Whom It May Concern:

Please establish the following for the client above.

Create a New Automatic Payment

Change My Current Automatic Payment

Personal Information:

Bill Payment Information:

Please Debit My Vista Bank Checking Account

Please Charge My Vista Bank Check Card

Routing Number

Checking Account Number

111314575

Attach a voided check or deposit slip below.

Authorization:

I authorize

(payee) to initiate payments from my Vista

Bank account as indicated above and to make adjustments for any debit made in error if necessary. This authority

will remain in effect until I have given written notice to terminate this service.

Card Number Expiration Date

Signature Date

TO HAVE YOUR ACCOUNT DEBITED,

PLACE A VOIDED CHECK HERE.

Please note, when form is completed it needs to be mailed to business or vendor, whom you are instructing to make payment electronically from your account.

Direct Deposit

Name Home Address

City State Zip Home Phone Work Phone

Personal Information:

To Whom It May Concern:

Name of Company Making Direct Deposit Address

City State Zip

I would like to establish a direct deposit of my income into my Vista Bank account as instructed below.

Please:

Vista Bank Checking Account Information:

Routing Number: 111314575 Account Number:

TO HAVE YOUR ACCOUNT CREDITED,

PLACE A VOIDED CHECK OR DEPOSIT SLIP HERE.

Authorization:

I authorize

(company) to make deposits directly to my Vista Bank account as indicated above

given written notice to terminate this service.

Signature Date

Please note, when the form is completed it needs to be mailed to the business or vendor whom you are instructing to credit your account electronically.

Close Prior Personal Account

To Whom It May Concern:

Prior Bank Information

Bank Address

City State Zip Bank Phone

Account Number Primary Account Holder Joint Account Holder

Please forward any remaining funds in the account by check to the following address.

Name Home Address

City State Zip

Personal Information:

Home Phone Work Phone

Remit questions and/or concerns to the primary account holder. Phone numbers below.

Thank you for your assistance regarding this request.

Primary Account Holder Signature Date Joint Account Holder Signature (if applicable) Date

Please note, this form will need to be mailed to your prior bank in order to have your account closed.