Thank you for making the switch to Citizens. Making the switch is now easier than ever. Use this checklist to help ensure a smooth transition from bank to bank.

1. Click here to open a Deposit Account
2. Make sure all checks have cleared on your old checking account.
3. Make certain enough funds are available in your account to cover any automatic payments that may need to be withdrawn. Allow up to ten days for the change to take place.
4. When switching CDs, check maturity dates to avoid possible penalties.
5. Send written notice to your direct deposit vendors (payroll, retirement accounts, CD interest payments, etc.) of the change in your relationship. Send written notice to your vendors who automatically take your payments from your checking account (utilities, insurance, service providers, etc.) that you are closing your account. Click here for printable form – Change Automatic Form
6. Send written notice to the financial institution that you are closing your existing account.
7. Notify your accountant of any account changes for tax purposes.

You will need Adobe Acrobat Reader to view the forms. If you do not have Adobe you can click the Adobe Icon below to download a free copy of it.