Lakeside Bank. Where switching is easy.
If you’re tired
of your bank,
where else
can you go?
We’ll make you feel right at home.
With employees who average 15 years of service, personal attention is second nature to us. Whatever fears you may have about opening a new account at a different bank…they’re gone.No worries.
We’ll walk you through all of the great products you can enjoy as part of your Switch Me To Lakeside Bank Kit:
free Checking, free Master Money™ Debit ATM card, free access to more than 43,000 Allpoint and StarSf ATMs
worldwide, and free Online Banking with Bill Pay. All are a breeze to set up and, more importantly, will save you money, time, and make banking a lot easier.
To get Switch Me To Lakeside Bank started, we’ve provided some fill-out forms for you to have ready when you stop by one of our branches. It’s that easy. And once you’ve opened your checking or savings account, you’ll receive
a complimentary gift. Our thanks for becoming a Lakeside Bank customer. Where else would you rather be?
We’ve covered
all the bases for
you – no matter
what you need.
For more information on these products, please visit LakesideBank.com or consult with your Lakeside banker. All our account options enjoy the same level of personal service at any Lakeside branch location, complete with convenient hours and our Lakeside Bankers ready to point you in the direction you want to go.
Business Banking Business Checking Small Business Checking Not for Profit Interest Checking Commercial Checking Other Services Business Savings & Money Market Business Savings Business Money Market Business Certificates CDARS® Program Commercial Lending Short Term Working Capital Long Term Fixed Loans Real Estate Loans Commercial Services Cash Management Master Money™ Business Debit Card Commercial Online Services Online Bill Payment Online Cash Management Trader Options Clearing Services Membership Financing Other Products & Services Harbor Master Remote Deposit Tax Deferred Exchange Personal Banking Personal Checking FREE Checking Direct Deposit Checking Lakeside Checking Lakeside Interest Checking Personal Savings Lakeside Savings Lakeside Money Market Account Certificate of Deposit Jumbo Certificates Individual Retirement CDARS® Program Lakeside Bank Convenience Master Money™ Debit/ATM Card Online Banking & Free Bill Pay Direct Deposit Telephone Banking Club Accounts Young Savers Club The 55 Club The 65 Club Consumer Loans Auto Loans Personal Loans Overdraft Protection Mortgages Mortgage Services Pre-Approval Program Rate Locks Rate Cap Home Mortgages Fixed Rate Mortgages Adjustable Rate Mortgages Jumbo Mortgages Balloon Mortgages Other Programs Home Equity Loans Home Equity Line of Credit Home Equity Loan
1
SWITCH ME TO LAKESIDE BANK
Start by balancing your existing account.
Use the worksheet below to balance your checkbook register beginning with the current checking account balance shown in your most recent bank statement.
Be as accurate as possible when completing this form. After you have completed this worksheet and set up your new accounts, you no longer need to use your old account!
Note: All pending transactions must be cleared before the account is closed.
Account
Balance
Worksheet
1. Your Current Balance on your current checking statement. $ ____________________ 2. List any deposits that do not appear on your statement.
Date Amount
_____________________ ______________________ _____________________ ______________________ _____________________ ______________________
_____________________ _______________________ + $ ____________________ 3. Subtotal by adding Steps 1 & 2. = $ ____________________ 4. List any outstanding checks, transfers or withdrawals that do
not appear on your statement.
(Include any debit card purchases, ATM withdrawals, automatic debits and any other fees.)
Date Amount
_____________________ ______________________ _____________________ ______________________ _____________________ ______________________
_____________________ _______________________ – $ ____________________ 5. Subtract Step 4 from Step 3.
This amount should match your checkbook register balance. = $ ____________________
Current Statement Balance
Total – Step 2
Total – Steps 1 & 2
Total – Step 4
2
Switch your direct deposits and automatic payments.
You need to make sure that all automatic transactions are redirected to your new account. With the following checklist and the most recent statement from your previous account, your LSB Banker can quickly identify all merchants who currently have access to your account.
Switch
Payment
Checklist
Automatic DepositsGovernment deposits (e.g., social security)Brokerage deposits (e.g., dividends, interest)
Transfers from other bank accounts (e.g., savings to checking) Child support or other court-issued deposits
Other
Utilities Automatic Payments Account Number
Gas ________________________________________ Electric ________________________________________ Water ________________________________________ Telephone service ________________________________________ Cable or satellite television ________________________________________ Other ________________________________________
Other Payments Account Number
Loans (e.g., car, equity, credit card) ________________________________________ Mortgages ________________________________________ Child support or court-issued payments ________________________________________ Internet service ________________________________________ Brokerage – automatic investments ________________________________________ Account transfers to other accounts ________________________________________ Insurance (e.g., auto, home, other) ________________________________________ Memberships (e.g., gyms, clubs, other) ________________________________________ Other ________________________________________ Other ________________________________________
3
Switch your direct deposits and automatic payments.
Complete a copy of this form to redirect each of your automatic payments and direct deposits. Mail each form, along with a voided check from your new account, to the appropriate business or merchant authorized to have access to your account. If you currently receive a federal benefit via direct deposit, please contact a personal banker to ensure a quick and accurate switch of these funds to your new account.
Account
Switch Form
For Automatic Payments & Direct Deposits TO: _______________________________________ FROM: __________________________________Merchant Name Customer Name
_________________________________________ __________________________________
Merchant Address Customer Address
_________________________________________ __________________________________
City, State, Zip City, State, Zip
_________________________________________ __________________________________
Merchant Account Number
Please redirect my: Direct Deposit Automatic Payment Checking Savings
Effective: Immediately Beginning _____ / _____ / _____
My new account information is listed below:
_________________________________________ Account Number _________________________________________ Signature _________________________________________ Date _________________________________________ Day Phone
SWITCH ME TO LAKESIDE BANK
STAPLE OR CLIP A
4
Dear Sir or Madam, Please close my account described below effective _____ / _____ / _____ as indicated.Close
Existing
Account
Form
_________________________________________ __________________________________Name(s) on Account Name(s) on Account
_________________________________________ __________________________________
Account Number Type of Account
_________________________________________
Balance
_________________________________________
Merchant Account Number
Prepare a cashier’s check for the balance of my account, payable to:
_________________________________________
Account Holder Name
And mail the check to the following address:
_________________________________________ ___________________________________________________ Customer Name Personal Banker
_________________________________________ __________________________________
Customer Address - OR - Branch Address
_________________________________________ __________________________________
City, State, Zip City, State, Zip
If you have any questions, please contact me at:
_________________________________________
Daytime Phone Number
Thank you for your attention in this matter.
_________________________________________ __________________________________
Customer Signature Joint Account Holder Signature
_________________________________________ __________________________________
Date Date
SWITCH ME TO LAKESIDE BANK
$
Lakeside Bank