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Switching Banks Made Easy!

Thank you for choosing Alpine Bank for your banking needs. This simple 3-step guide will help you tie up any loose ends and help ease your transition to Alpine Bank. With Alpine Bank, it’s EASY to switch!

To get started, follow the steps below or download our switch kit as a PDF.

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Step 1 – Open Your New Alpine Bank Account(s)

Start enjoying the services of an Alpine Bank account today. You can open your account(s) online or by meeting with a banker in person at your local Alpine Bank.

Step 2 – Switch over Direct Deposit and Automatic Payments

Direct Deposit – Simply complete the Direct Deposit Authorization form (PDF) and submit it to your employer or other organization involved to quickly and safely deposit your income check.

Note: If you need to switch automatic Social Security payments to your new account, do not send a letter. Changes can be made by calling the Social Security Administration at 800-772-1213.

Here's what you'll need:

Direct Deposit Authorization form

  • A voided check or deposit slip from your new Alpine Bank account(s)
  • The name and address of your employer or depositing organization
  • Your new Alpine Bank account(s) number and bank routing number

Automatic Funds Transfer (AFT) – If you've set up any AFTs like utility, phone, mortgage payments or any other recurring deductions from your checking account(s), please contact the organizations involved and notify them of your new account number(s). To make this easy, we've created an Authorization to Change Automatic Funds Transfer form.

Here's what you'll need:

  • Automatic Funds Transfer form (PDF)
  • Your previous financial institution’s name, address and phone number
  • Your new Alpine Bank account number(s) and Alpine Bank routing number
  • The name, address and billing account number of the company charging your account
  • The payment frequency and amount

You may wish to consider setting up payments online with Bill Pay. Click here for details about Alpine Online and how to enroll. 

Step 3 – Close Your Old Accounts

After you've set up your new accounts with Alpine Bank, leave your old account(s) active long enough to allow outstanding checks or automatic withdrawals to clear. This process may take several weeks. Once you're sure your old bank account(s) is inactive, ask your previous financial institution to close it and send you the balance(s). Then you can destroy your old checks, ATM/debit cards and deposit slips. To make this process easy, complete the Closing Account form and send it to your previous financial institution.

Here's what you'll need:

  • Closing Account form (PDF)
  • Your previous financial institution's name, address and phone number
  • Your old account number(s) and bank routing number
  • Your Social Security Number

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Still have questions?

We'd love to help. Call or stop by any Alpine Bank for assistance. Or if you prefer, call 800-551-6098.