Move Accounts to Country Club Bank

Move to Country Club Bank the quick and easy way. Say goodbye to your old bank and hello to top-notch service and convenience.

There are three simple steps involved in transferring your account:

  1. Find a new ‘home’ for your bank accounts

    Visit or call your closest Country Club Bank Financial Center. The relationship banker at your nearest financial center will give you the account information, forms and bank routing numbers you will need as you change accounts. Your banker will also help you complete the necessary paperwork on checking and savings accounts, debit/ATM cards, online bill payment as well as any other service you will need. You can also download and print the forms yourself by clicking the links below each item.

    Click here to download a New Account form.

  2. Sign the Papers

    Update your Direct Deposit information
    Fill out a direct deposit change form and send it, along with a voided check, to your employer's HR department/retirement plan administrator and/or the Social Security Administration.

    Click Here to download the Direct Deposit change form.

    Update your automated payments – Online Bill Payment Arrangements Automatic Withdrawals and Automatic Withdrawls
    Your relationship banker will provide you with automatic payment change forms that you can complete and submit to credit card companies, utilities, the bank you're leaving and other vendors with whom you've established automatic withdrawals from your old account(s).

    Click Here to download the Automatic Payments form.

    Apply for our MasterMoney® Debit Card
    The Country Club Bank MasterMoney® debit card is a card that works like a check. You can use your MasterMoney® card like an ATM card or you can use it like a check to make purchases wherever you see the MasterCard® logo. (Subject to approval).

    Click Here to download the MasterMoney® Debit card application.

  3. Move to your new neighborhood bank

    Say goodbye to old accounts and hello to service and convenience. Once your paperwork is confirmed you can use the "Closed Account" letter (see link below) or call your old bank to close out accounts and transfer balances. For reasons of security, be sure to destroy old checks, deposit slips, ATM/debit cards or other account items.

    Click Here to download the Closed Account letter.