Personal / Move Your Bank Account
Moving your bank account to Country Club Bank is quick and easy. Welcome to top-notch service and convenience with Country Club Bank!
There are three simple steps to transfer your account to Country Club Bank:
1. Visit your nearest Country Club Bank financial center.
A relationship banker will give you all the account information, forms and bank routing numbers you'll need as you change accounts.
2. Update your information.
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.
Download the Direct Deposit change form.
Update your automated payments
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).
Download the Automatic Payments form.
Get Your Mastercard® Debit Card
The Country Club Bank Mastercard® debit card is a card that works like a check. You can use your Mastercard® card like an ATM card or you can use it like a check to make purchases wherever you see the Mastercard® logo.
Learn more about the Country Club Bank Mastercard® debit card here.
3. Close your old account.
Once your paperwork is confirmed you can use the "Closed Account" letter or call your old bank to close out accounts and transfer balances. For security reasons, destroy old checks, deposit slips, ATM/debit cards or other account items.
Download the Closed Account letter.
Please remember that email is not secure. Non-public personal and account information such as ACCOUNT and SOCIAL SECURITY NUMBERS should not be sent through this form or through email.