Account Switching

Account Switch Kit

Switch your account to Sullivan Bank

There are many reasons why people bank with Sullivan Bank; be it excellent customer service and convenient locations, to our wide array of products and services. Whatever your reason, switching banks is not as big a hassle as you think and our switch kit makes it even easier.

First, open your new Sullivan Bank checking account – choose the account that best fits your needs.

Thank you for choosing Sullivan Bank as your trusted financial partner! If you have any questions, please don’t hesitate to call one of our branches. We look forward to assisting you with all of your banking needs.

Download the Entire Kit (PDF)

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.

Step 1

Sullivan Bank Account Information

Provide your new account information for Sullivan Bank.

Step 2

Previous Financial Institution

Provide information for the bank you are leaving.

Optional

Automatic Debits Or Direct Deposits

Utilize to transfer any of these items from your previous institution.

Personal Information X

Personal Information

* Denotes required fields

First Name*

M.I.

Last Name*

Current Address X

What is your current address?

* Denotes required fields

Address*

Address 2

City*

State*

Zip*

Contact Information X

What is your contact information (in case we need to reach you)?

* Denotes required fields

Phone*

Fax

Email*

Joint Information X

Is there someone else sharing this account? If not, just hit "Next".

First Name

M.I.

Last Name

Address

Address 2

City

State/Province

Zip

Phone

Fax

Account Information X

Please choose which Sullivan Bank account(s) you would like funds transferred into.

* Denotes required fields

Account Type*

Account #*

Switch to Sullivan Today

Account Switch Kit

Switch your account to Sullivan Bank

Sullivan Bank Account Information

Previous Financial Institution

Automatic Debits Or Direct Deposits

You are now leaving Sullivan Bank