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How do I fill this out?
Filling out this form is straightforward and user-friendly. Begin by gathering all necessary information regarding your direct deposits and automatic payments. Follow the steps provided in the checklist to ensure you complete everything accurately.
How to fill out the Change to First Kit: Easy Account Transition?
1
Gather your current banking information.
2
Complete the Direct Deposit Authorization Change Form.
3
Fill out the Automatic Payment Authorization Form.
4
Use the Account Closing Request Form to close your old account.
5
Submit all forms to the appropriate entities.
Who needs the Change to First Kit: Easy Account Transition?
1
Anyone switching their banking to First National Bank & Trust.
2
Individuals receiving direct deposits like payroll or pensions.
3
Those with automatic payments set up with their previous bank.
4
Customers looking to streamline their banking with new forms.
5
Businesses making changes to their banking affiliations.
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What are the instructions for submitting this form?
To submit this form, print it and send it to the respective entity via mail or fax. If completing electronically, ensure you follow the submission guidelines for online forms. For direct deposit and payment changes, contact your employer or service provider using the information provided on the form.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates related to this form; it can be used anytime someone is switching their banking services or requirements arise. Always ensure to keep track of your own timelines for direct deposits and automatic payments.
What is the purpose of this form?
The purpose of this form is to facilitate a seamless transition for clients switching their banking service to First National Bank & Trust. It assists users in organizing their direct deposits and automatic payments, ensuring no interruption in services. By using this form, customers can ensure that all necessary changes are documented and submitted to the correct entities.
Tell me about this form and its components and fields line-by-line.
- 1. Direct Deposit Authorization Change Form: Used to update direct deposit information.
- 2. Automatic Payment Authorization Form: Allows changes to automated payments easily.
- 3. Account Closing Request Form: A formal request to close your old bank account.
What happens if I fail to submit this form?
Failing to submit this form could result in delays in receiving funds or processing automated payments.
- Payment Delays: You may experience delays in receiving payroll or benefits.
- Automatic Payments Failures: Automatic payments may not process correctly if not updated.
- Account Closure Issues: Failure to close your previous account could lead to fees.
How do I know when to use this form?
- 1. Bank Transition: When you are switching from one bank to another.
- 2. Update Direct Deposit: Changing the account where your direct deposits are sent.
- 3. Change Automatic Payments: Updating where your automatic payments are deducted from.
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