Change is good.
HomeTown Bank
Switch Kit
Think breaking away
from your old bank is hard?
Think again!
Banking is about to get easier, more convenient, and more enjoyable ‑ starting now. Follow the 4 easy steps on this page to start enjoying the benefits of HomeTown Bank. Need help? Just bring in the form or give us a call. We’re here for anything you need!
Expect more.
*HomeTown Bank will buy back any unused checks and debit cards from your current institution for up to $10 (personal accounts) and $25 (business accounts).
Start here
You can fill out this
interactive pdf and print, or print out the form
and write in the info - whichever’s easier for you!
Open your HomeTown Account
Have leftover checks or a debit card from your old
bank? Bring them in - we’ll buy them from you!*
1
Close your old account
You’re almost there! Follow the instructions on
page 7 to make sure everything is final with your
old account … and be sure to get it in writing.
4
Set up your online banking
Don’t worry - it’s easier than you think! Use the
instructions on page 5 to get started. On page 6,
you’ll learn how to set up online bill pay.
3
List any auto-payments, direct deposits,
or automatic transactions and redirect
them to your new account
Start with the checklist on page 2, then use the
forms on pages 3 and 4 to redirect your accounts.
2
PAGE 1
Direct deposit and automatic transaction checklist
Use this checklist to list the automatic transactions that will switch to HomeTown.
TIP: It may help to use past bank statements from your old bank to complete the list.
Don’t forget any quarterly, semi-annual, or annual payments.
Automatic Payments:
Company Account Number
Mortgage Company Car Loan Credit Card Brokerage Transfers Insurance Electric Company Gas Company Water/Sewer Cable/Satellite Telephone Internet Cell Phone Membership Dues
Online Payments (PayPal, etc.) Other
Automatic Deposits:
Source Effective Date
Payroll
Social Security* Account Transfers
(Other bank or brokerage deposits)
Online Payments (PayPal, etc.) Other (Disability, insurance,
alimony, child support, etc.)
Direct deposit authorization form
Notify your employer to update your direct deposit to HomeTown Bank with this form.
Instructions
1. Attach a check from your new HomeTown Bank account with “VOID” written on it to this form. Do not sign the check.
2. Complete, sign, and date this form.
3. Provide to your employer or fund originator.
Direct Deposit Authorization Form
Employee Name Social Security Number Employee Phone
Please set up direct deposit to my HomeTown Bank account as follows:
HomeTown Bank Account Number
Percent of Net Pay: 100% ____% of Net Pay $_____.00 amount Account type Checking Savings Money Market
HomeTown Bank Account Number
Percent of Net Pay: 100% ____% of Net Pay $_____.00 amount Account type Checking Savings Money Market
Effective Immediately Beginning _________________________ HomeTown Bank Routing Number: 051409320
HomeTown Bank
202 South Jefferson Street Roanoke, Virginia 24011 540.345.6000
Signature__________________________________ Date_________________
PAGE 3
Automatic Transactions
Redirect your automatic deposits and payments to HomeTown Bank with this form.
Instructions
1. Attach a check from your new HomeTown Bank account with “VOID” written on it to this form. Do not sign the check.
2. Complete, sign, and date this form.
3. Provide to each business or organization that currently has access to your account.
Automatic Transaction Account Change Form
To Whom it May Concern:
Business Name Business Address
(Street, City, State, Zip)
Please redirect my Automatic deposit Automatic payment
Effective Immediately Beginning _________________ My Account Information
Name on Account Account Number
Percent of Net Pay: 100% _____% of Net Pay $____.00 amount My automatic deposit/payment (circle one) is currently set up with:
Financial Institution: Account Number: Routing Number:
Please switch to this account to: HomeTown Bank Account Number:
HomeTown Bank Routing Number: 051409320
Signature__________________________________ Date_________________
Online Banking Quick Setup
Written instructions for setting up your HomeTown Bank online banking features are below. To watch a video demo that provides an overview of HomeTown Bank’s Online Banking features including Bill Pay, please visit www.hometownbankva.com/demos.
Set up your online banking account
1 Go to www.hometownbankva.com and enter the User ID given to you by HomeTown Bank in the Online Banking User ID tab at the upper right.
2 Enter your initial online banking password. (This will be the last four digits of your social security or Tax ID number if a business.) Click submit.
3 Next, you will be prompted to change your password. Your password must be between 6‑8 characters which must include at least one number.
4 Below the password reset, you will see the option to change your User ID. We recommend changing this to something you can remember. If you do not wish to have it changed, just leave this field blank.
5 For added security, you will be prompted to select a watermark image, which you’ll see each time you enter your user ID.
6 Next, you will be asked three security questions.
(Note: your answers are case-sensitive.)
7 Lastly, enter your email address on file as well as a question and answer to use when resetting your password.
That’s it!
You’re now set up to use
HomeTown Bank’s online banking.
PAGE 5
Online Bill Pay Quick Setup
Written instructions for setting up online bill pay are below. To watch a video demo that provides an overview of HomeTown Bank’s Online Banking features, please visit www.hometownbankva.com/demos.
Online Bill Pay Quick Setup
Tip: To aid with switching from another online bill pay provider, it is suggested to print or copy the payee information you have set up with your previous financial institution before your account is closed.
1 Go to the Bill Payment Tab of the Online Banking site.
2 You will be prompted to select the account you would like to set up for bill pay.
3 Next, select a single digit that will distinguish bill payment checks from paper checks. Agree to this number and click Submit.
Adding a Payee
To add a payee, go to the Add Payee page and enter the payee information in the requested fields. Click search to determine if the payee is set up for electronic payments. If the payee is not found, you can elect to have them set up to be paid via check. (Note: payments will still be initiated through online bill pay.)
Making a Payment
To make a payment, go to the New Payment page. Your payees are listed on the Quick Payment page and in the Payee dropdown on the Add Payment page. You can schedule a one‑time payment on either page.
Quick Payment Option: Within Quick Payment, you can quickly make payments for up to ten payees, which saves time with certain fields pre-populated for you. For the Quick Pay option, enter the payment amount, select the account, payment date, and memo (optional). This will take you to a confirmation screen. If the information is correct, you must select Confirm for the payment to be processed.
Add Payment Option: Within Add Payment, you can set up recurring payments that are one-time, weekly, bi-weekly, monthly, semi-monthly, quarterly, annual, or semi-annual in the frequency drop down. To use the Add Payment option, select the account, payee, payment amount, frequency, payment date and click submit. Optional fields are Memo, Alert when payment is processed, and Payment Description. Once you click Submit, your payment has been processed.
Close account form
If your previous financial institution does not have a specific form for closing your account, please complete this form when closing your account.
Instructions
1. Complete, sign, and date this form.
2. Provide to your previous financial institution after all your checks, deposits, and automatic transactions have cleared.
3. Be sure you receive written confirmation that your account has been closed.
Close Account Form
To Whom it May Concern:
Effective _______________ (Date), please close the following account(s) and send a check for the remaining balance(s) to me at the address on file.
Account #1 Name on Account Account Number: Account #2 Name on Account Account Number Account #3 Name on Account Account Number
If you have questions or require more information regarding this request, please contact me during the day or evening (choose one) at the following telephone number: ______________________.
Signature_________________________________________ Date___________________ Joint Signature_____________________________________ Date___________________
PAGE 7