Switch to Heritage

Moving your accounts to Heritage Bank is simple. We've created a checklist to help you through the process and we've already written the notification letters for you. All you have to do is print out the forms and send them to the appropriate parties.

Direct deposits

• Make a list of the direct deposit vendors you need to contact
• Send written or faxed notice to your direct deposit vendors (payroll, social security, CD interest payments, etc.)
  • Complete and print the Change Direct Deposit Form
  • Complete and print either the Direct Deposit Cover Letter or the Direct Deposit Fax Coversheet
  • Fax or mail both items to the appropriate vendors

Automatic payments

• Make a list of the direct deposit vendors you need to contact
• Send written or faxed notice to vendors who automatically take payments from your account to change or cancel automatic payment (utilities, insurance, student loans, subscriptions etc.)
  • Complete and print the Change Automatic Payment Form
  • If you are changing your auto pay information, complete and print either the Change Auto Pay Cover Letter (if you wish to mail) or the Change Auto Pay Fax Coversheet (if you wish to fax)
  • If you are cancelling your auto pay information, complete and print either the Cancel Auto Pay Cover Letter (if you wish to mail) or the Cancel Auto Pay Fax Coversheet (if you wish to fax)
  • Fax or mail the form and letter to the appropriate vendors

What to do with your old account

• Make certain your old account has enough money to cover outstanding checks and automatic payments that may still come through that account
• Wait to close your old account until all checks have cleared and automatic transactions have converted over to your new account