Switch Kit

Easily switch your accounts to Success Bank

Did you just move to the area and need to switch banks? Or, maybe you are looking for a bank that can offer you more success. At Success Bank, we make it easy for you to switch funds from your previous accounts with our Switch Kit.

If you haven’t already, open a checking or savings account with us.
Make sure you have the account number for your new Success Bank account AND your account number for your old account available before starting Step 1.
You will also want to have information for any organization that makes automated deposits to or debits from your old account.

Examples of automatic deposits: direct deposit of paychecks, pensions or alimony.

Examples of automatic debits you may have set up: cell phone bills, utility bills, memberships.

You are ready to print and send your documents. You will need to print out the documents created and send them to your old bank as well as your new. Click here to print your documents.

Step 1

Success Bank Account Information

Provide your new account information for Success Bank

Step 2

Previous Financial Institution

Provide information for the bank you are leaving.

Optional

Automatic debits or direct deposits

If you would like to transfer any of these items from your previous institution.

Already started your switch?

Do you ever think to yourself, "I wish my bank could..."?

Well we can, and we're ready to help you! Make the switch to our bank today!

Switch Now