Making the switch to North Shore Bank as easy as possible.
Member FDIC Member SIF
Are you interested in
switching your accounts
to North Shore Bank,
but not sure how to get
started?
That’s why we’ve
developed the North
Shore Bank Switch Kit, a
step-by-step checklist to
help make your transition
to a new North Shore
Bank account quick
and easy. Just follow
the simple steps to get
started.
If we can be of any
assistance throughout the
transition, please call us
at 877-712-7000. Thank
you for choosing North
Shore Bank. We value and
appreciate your business.
1. Complete the North Shore Bank Checking Account Switch
Kit Information Sheet.
Once the Information Sheet is completed (including Step 4
which will tell us which of our locations is most convenient
for you), drop it off at any branch or mail it to our Retail
Banking Division.
2. Set up a meeting with one of our Customer Service
Representatives.
Once we receive your Information Sheet, we will have a
Customer Service Representative from the North Shore Bank
location that is most convenient for you, contact you to set
up an appointment. At this meeting, we will open your
account and On-line banking, as well as help you set up
Direct Deposit to your new account and switch your
automatic payments.
3. Stop using your former account and begin using your new
North Shore Bank account.
Be sure to leave sufficient funds in your former account until
all of your checks have cleared and any automatic
withdrawals have been successfully transferred to North
Shore Bank.
4. Change your Employer Direct Deposit to North Shore Bank.
Use the attached Employer Direct Deposit Form to change
any direct deposits. Remember to attach a voided North
Shore Bank check to the form.
5. Change your Automatic Payments or Withdrawals to
North Shore Bank.
Use the attached Automatic Payment or Withdrawal
Authorization Form to change any automatic payments or
withdrawals. Our Automatic Payment Checklist will help you
keep track of the payments that need to be switched.
6. Close your former account at the other institution.
Routing and Account
Number Information
The bank’s routing
number is the 9-digit
number located on the
bottom left corner of your
check.
When you come into the Bank, please bring your driver’s license or other form of photo identification, your opening deposit ($10 minimum), and the enclosed Employer Direct Deposit Form, Automatic Payment Check List and Automatic Payment Authorization Form. If you have any questions, please call a Customer Service Representative at 877-712-7000.
Step 1
Tell us about you.
(Please print)Applicant
Joint -Applicant
(if any)
Signature (Please read this statement before signing.) All the information I have given is true and correct. I request that the paperwork necessary to open the account(s) indicated below be prepared and understand that my signature(s) and opening deposit(s) will be required at a future date. I understand that for my protection, new account applications will be verified by Chex Systems. If more than one person signs below, I understand that this statement applies to both persons.
Signature of Applicant Signature of Joint-Applicant
Step 2
Tell us the accounts and convenience services you want.
q
Free Checkingq
Cash Back Checkingq
Advantage Checkingq
Free Checking for Seniorsq
Statement Savingsq
Freedom Money Market Accountq
Free Investment Portfolio Analysisq
Free ATM/Debit Cardq Applicant q
Joint-Applicantq
Free Online Bankingq
Free Online Bill Paymentq
eStatementContinue on Page 2
Member FDIC Member SIF
First Name Last Name Middle Initial Street Address
City, State, Zip Code
Date of Birth Social Security Number Home Telephone Cellular Telephone Driver’s License Number Driver’s License State Driver’s License Issue Date Driver’s License Expiration Date Employer
Employer Address Employer City, State, Zip Employer Telephone
Mother’s Maiden Name e-Mail Address
First Name Last Name Middle Initial Street Address
City, State, Zip Code
Date of Birth Social Security Number Home Telephone Cellular Telephone Driver’s License Number Driver’s License State Driver’s License Issue Date Driver’s License Expiration Date Employer
Employer Address Employer City, State, Zip Employer Telephone
Information Sheet
Step 3
Tell us about your direct deposit and automatic payments.
Do you need your direct deposit(s) switched to North Shore Bank?
q Yes q No If yes, the paperwork will be completed at time of account opening.
Do you need any automatic payments(s) switched to North Shore Bank?
q Yes q No If yes, the paperwork will be completed at time of account opening.
Member FDIC Member SIF
Information Sheet
Page 2
Step 4
Tell us the location that’s most convenient for you.
q
Beverly
50 Dodge Street
(Appleseed’s Square)
q
Danvers
48 Elm Street
q
Middleton
61 South Main Street
Peabody
q Main Office
32 Main Street
q 248 Andover Street
(Route 114)
q West Peabody
Hannaford’s Supermarket
636 Lowell Street
Salem
q Vinnin Square
5 Paradise Road
q 319 Highland Avenue
Irving Oil
Step 5
Send us this Information Sheet.
1. Mail this Kit to:
North Shore Bank
Attention: Retail Banking Division
248 Andover Street
Peabody, MA 01960
2. Or, bring this Kit into the North Shore Bank location nearest to you with a statement
from your bank.
Thank you for switching your checking account to North Shore Bank. A Customer
Service Representative will process the information and contact you shortly.
Saugus
q 412 Lynn Fells Parkway
(Route 1)
q 489 Lincoln Avenue
q One Hamiliton Street
KIT
Member FDIC Member SIF
a credit entry is made in error.
I agree not to hold ______________________________ responsible for any delay or loss of funds due to incorrect or incomplete information supplied by me or by North Shore Bank or due in error on the part of North Shore Bank in depositing funds to my account.
This agreement will remain in effect until _____________________________ receives written notice of cancellation from me or North Shore Bank, or until I submit a new direct deposit form to the Payroll Department.
Name of Financial Institution: North Shore Bank
Routing Number: 211371298
Account Number: ______________________________q North Shore Bank Checking Account ______________________________q North Shore Bank Savings Account
Automatic Payment Checklist
Member FDIC Member SIF
Use this form to gather all of your Automatic Payment information in one place.
Payment
Company
Account
Number
Amount
Date of Payment
Mortgage/Rent
Auto Loan
Insurance
Tuition/School
Daycare
Charities
IRA/Retirement
Investments
Health Club
Internet Provider
Trash Removal
Water
Cell Phone
Telephone
Cable/TV
Electric
Gas/Oil
Credit Cards
Other
If you need assistance in setting up our Automatic Payments, visit any one
of our convenient locations, or call (877) 712-7000.
KIT
Member FDIC Member SIF
