Switch Kit

Our switch kit is designed to help you move your accounts to The Savings Bank.

Switching accounts is easy with a little preparation.

Keep Track

Use this checklist to keep track of people you may need to contact:

Direct Deposit

Your employer’s Human Resources department
The company handling your retirement or pension payments
Social Security Administration

Anyone who makes automatic withdrawals from your account

Mortgage company
Homeowner’s insurance
Auto insurance
Life insurance

Anyone who makes automatic charges to your old debit card

Utility companies
Telephone companies
Cable company
Gym

Follow these steps

Step 1:
Open Your Account

Step 2:
Close Your Old Account

Make sure your old account is active long enough to allow outstanding checks and automatic withdrawals to clear through your old account. Once you’re sure your old account is inactive destroy your old checks, ATM/Debit Card, and deposit slips.

Step 3:
Transfer Your Automatic Transactions

From our customers
“Love Lakeside. Mario and staff always greet me by my first name.”

From our customers
“I love it here!! Best service all around.”

From our customers
“Such a great support center when you need help, and the technology has kept up. I use Zelle which solved a banking problem I had had for years. The team in Greenwood is absolutely excellent! Thank you all.”

From our customers
“I found your online banking system very user-friendly. I also would like to mention that the staff in the Wakefield branch are professional and very helpful.”

From our customers
“Banking with The Savings Bank was with me for several years & it will always be my bank forever!!”

From our customers
“Great people. Great service. Convenient.”

From our customers
“I basically never have to go to the bank to deposit a check. it can be done from my phone saving me time, trips and gas which means I can focus on other important tasks.”

From our customers
“I mostly use the Methuen branch. All of the tellers have been wonderful and the branch manager is fabulous.”

From our customers
“Love the tellers at the Lynnfield Center location. Very professional and caring.”

From our customers
“The whole banking center experience is excellent. The website is superior to most for my wants/needs to obtain and store on MY own computer our home banking records.”

From our customers
“I spoke to Theresa today and she was incredibly helpful! That is why I bank with you! The personal touch is what makes the difference!”

From our customers
“Always helpful whether in the branch or online!”

From our customers
“Bank personnel are always so willing to help. They always greet us with a smile. In this world today, it makes us feel good!”

From our customers
“I am older and appreciate the ease of banking online. I always get good service at the branches I visit.”

From our customers
“Competent, knowledgeable, customer-focused, and very warm and friendly employees.”

From our customers
“Their community involvement has made a huge difference in Wakefield over the years.”

From our customers
“The employees are knowledgeable, reliable, industrious as well as kind and personable.”

Talk to The Savings Bank

To find out how The Savings Bank can help you achieve all your financial goals, visit one of our offices, use our contact form, or call us at 800-246-2009.

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