At Summit Bank & Trust, we are committed to making your switch an easy one. Please complete the form, print it out and stop into any one of our offices and we'll help you make all of the changes.
Identify automatic deposits and deductions you'll be switching to Summit Bank & Trust. If you have not already opened an account, please visit our offices.
These are recurring payments automatically deposited into your account on a regular basis.
These are recurring payments automatically withdrawn from your account on a regular basis.
—ABA Routing Number
This is the first group of nine numbers found at the bottom left side of a check.
Checks & Balances
Balance your old account to determine the amount needed to cover outstanding checks, ATM withdrawals, debit card purchases or any other transactions.
Use all receipts and your check register to identify items not yet on your statement.
—Remember, don't close your former account immediately as it may take up to two statement cycles for
all outstanding items to clear.
Instruct companies to direct recurring automatic deposits into your new Summit Bank & Trust account.
—Track Your Request
To confirm your automatic deposits are being deposited into your new Summit Bank & Trust account,
Automatic deposits should take effect within three deposit periods. Keep your former account open until
all automatic deposits have been switched to your Summit Bank & Trust account.
If you don't see the deposit by this time, please contact the company making the deposit.
Inform companies to have payments automatically deducted from your new Summit Bank & Trust account.
—Track Your Request
To confirm your automatic deductions are being withdrawn from your Summit Bank & Trust
account, check your Summit Bank & Trust statement; sign up and log onto your Online
Automatic deductions should take effect within two withdrawal periods. Keep your old account open until all
automatic deductions have been switched to your new Summit Bank & Trust account. If you don't see the
withdrawal by this time, please contact the company making the withdrawal.
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