Are You Ready to Switch to Beverly Bank?
With Beverly Bank’s Switch Kit, switching your bank account is easy. Redirecting your direct deposits, changing your automatic payments and even closing an old account is hassle free. If you already have a Beverly Bank account, you can use the pre-written forms below to begin now. If you don't yet have an account with Beverly Bank, get started by visiting one of our four offices.
Make a list of any direct deposits that come into your account (i.e. employer, social security, investment dividends, etc.). Complete this Direct Deposit form, print and mail or deliver written notice to each.
Make a list of any automatic payments that come out of your account (i.e. loans, utilities, insurances, etc.). Reviewing your monthly statements will help you identify these companies. Complete this Automatic Payments form, print and mail to send written notice to each.
Allow all checks on your old account to clear. Once your direct deposits and automatic withdrawals are activated and are showing on your Beverly Bank account statement, complete this Close Account form, print and mail this written notice to your previous bank.
If you need help, have questions or are unable to print the forms, email us via our secure contact us page or call us at 978.922.0857.