SBG Switch Kit
Experience the Difference
At State Bank of Georgia we know switching banks can be a
hassle, so we have created the SBG Switch Kit to help you
move your Banking relationship.
Welcome to State Bank of Georgia. It is our goal to make switching banks easy and stress
free. We’re providing you with an outline of the steps involved as well as forms to guide you
through the process. If at any time you have questions or need assistance, please contact us
at 770-719-1200 or www.sbgbanking.com.
Getting Started
Open a State Bank of Georgia checking account
.
We will help you
decide which account best fits your needs. We have several checking
accounts available to choose from including: SBG Personal Checking, SBG
Gold Checking, and SBG Silver Checking. There is a New Personal Account
Information Form included in the Switch Kit. You can complete and bring it
with you to the bank when you open your new checking account. You can
begin switching your accounts after opening your new checking account.
1
Switch your direct deposits and automatic payments to State
Bank of Georgia.
Use the checklist provided to review your old accounts
and identify any direct deposits and automatic payments to or from your
existing accounts. Use the included Direct Deposit/Automatic Payment
Switch to notify anyone making direct deposits or automatic payment
withdrawals of the changes to your account. Use one copy for each direct
deposit and automatic payment you are switching.
2
Close your previous checking account
.
After all of your checks have
cleared and all of your direct deposits and automatic payments have been
switched to your new State Bank of Georgia checking account, you can close
your previous checking account. You will find an Authorization to Close
Account Form included in this kit to notify your previous bank of your
decision to close your account. If you have accounts at separate banks that
you are closing, please complete a closing form for each bank. Check with
your old bank to confirm no additional forms or information is required.
3
Primary Applicant
SSN # __________________Applicant’s Name: ________________________________________________ Date of Birth ___ /___ /____ Physical Address: _________________________________________________ Mailing Address: __________________________________________ Home Phone: ___________________ Work Phone: ___________________ Fax: ____________________ Cell Phone: ___________________ E-Mail ____________________________________________________________ U. S. Citizen Yes No
Personal: (Primary) DL#__________________ Exam date_____________ Exp Date _______________
Federal Employee ID Card Military ID Passport Perm. Res. Card Res. Alien Card
Personal (Secondary) Credit Card ______________________________________________________
SS Card Medicare Card Utility Bill School ID Fire Arms Permit Voter Registration Male Female Mother’s Maiden Name: ___________ Emergency Contact: ___________________ Emergency Contact Phone: ___________________Current Employer: _______________________________ Employer Phone: ________________________Employer Address: __________________________________ Title / Position: ____________________________________________Length of Employment: ____________
Joint Applicant
SSN # __________________Applicant’s Name: ________________________________________________ Date of Birth ___ /___ /____ Physical Address: _________________________________________________ Mailing Address: __________________________________________ Home Phone: ___________________ Work Phone: ___________________ Fax: ____________________ Cell Phone: ___________________ E-Mail ____________________________________________________________ U. S. Citizen Yes No
Personal: (Primary) DL#___________________ Exam date____________ Exp Date _______________
Federal Employee ID Card Military ID Passport Perm. Res. Card Res. Alien Card
Personal (Secondary) Credit Card ______________________________________________________
SS Card Medicare Card Utility Bill School ID Fire Arms Permit Voter Registration
Male Female Mother’s Maiden Name:_____________Emergency Contact:___________________ Emergency Contact Phone: ___________________Current Employer: _______________________________ Employer Phone: ________________________Employer Address: __________________________________ Title / Position: ____________________________________________Length of Employment: ____________
Account Types
SBG Personal Checking SBG Gold Checking SBG Silver Checking
SBG Money Market SBG Personal Savings SBG Southern Savings SBG Kids Club SBG Certificate of Deposit SBG IRA
Your signature below grants State Bank of Georgia the right to check credit and employment history. Primary Applicant Signature: ____________________________________ Date: _____________________ Joint Applicant Signature: ______________________________________ Date: _____________________ Personal Banker: __________________________________Supervisor Approval: _____________________
If applicable
New Account Information
State Bank of Georgia
Routing Number:
061121009
Account Number:
Address:
131 Ginger Cake Road
Fayetteville, Georgia 30214
Phone:
770-719-1200
Direct Deposits
Direct Deposits Company Name Last Deposit Date
Date Change
Request Mailed Status
Employee Payroll Social Security Interest Income/Dividends Retirement Income Transfers from other accounts
If you receive a direct deposit of Social Security Benefits, please call the Social Security Administration at 1-800-772-1213 to notify them of changes to your account. The Social Security Administration is required to speak with the recipient directly about changes to their account.
Automatic Payments
Automatic Payments Company Name Last Payment Date
Date Change
Request Mailed Status
Mortgage/Rent Car Payment Insurance Electric Gas Water Phone Cell Phone Cable/Satellite TV
