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Switch Your Other Accounts To Beacon.

The process is simple; the transition quick.

Sure it’s easy to bank with us. And now, it’s just as easy to switch. We’ve made the process simple and seamless. Get started using the tools below.

Switch Kit Checklist: 

Step 1: Organize

Before you begin the switching process, you’ll want to make sure you have everything you need on hand. Gather all pertinent information about your existing banks and accounts. Also, remember to leave sufficient funds in your old accounts to cover any outstanding checks or pending automatic payments.

Step 2: Transfer Your Account

Use the Account Transfer Form to close your existing accounts, set up your automatic payments, and make sure your current direct deposits are set up.  With this form, you can easily keep track of important information as well as the current status of your accounts.

Step 3: Close Your Old Account

First confirm that all outstanding checks have cleared and any transfers of direct deposits or automatic payments have been made. Then complete the Account Closure Form that authorizes your old bank to close your accounts (enclosed). If an account is an interest-bearing account, please consider your account closure dates carefully. And don’t forget to destroy any unused checks, deposit slips, ATM and debit cards associated with your accounts. Use our Payment Tranfer Letter to change any automated payments you may have set up.

Step 4: Transfer Other Accounts

Once you’ve switched your account, you may want to consolidate your banking by transferring your other accounts to Beacon Federal. With all of your funds in one place, your banking will be easier. And our banking specialists will be better able to help you manage your finances and find ways to make your money work for you.