Becoming a Heritage Bank Customer is Easy!
We realize changing banking relationships can seem overwhelming. In fact, we know that many times people continue to put up with a mediocre banking relationship simply because the thought of changing banks seems too much of a hassle. That is why we have developed a Switch Kit – to make switching to Heritage Bank easy.
Your new banker can help you complete the forms below and then contact your financial institution to make the funds transfer, and close your account there if you desire. We will also contact any companies you may be paying automatically from your current checking account and ensure these drafts move to your new account at Heritage Bank. In addition, we will assist with the rerouting of any direct deposits to your new account.
So you see, we have made it easy to become a Heritage Bank customer – and we look forward to providing you with a continued high level of service in the future. We welcome you as a customer.
Forms to download and print:
Personal Account Transfer Request
Easy Option: Once you have your account set up with Heritage Bank and your online banking password, you can electronically draft your old account to move the bulk of the funds to Heritage Bank.
How We Can Help: If you will fax us the form (770-515-7208), we will take care of the transfer for you into your account.
Business Account Transfer Request
Easy Option: Once you have your account setup with Heritage Bank and your online banking password, you can electronically draft your old account to move the bulk of the funds to Heritage Bank.
How We Can Help: If you will fax us the form (770-515-7208), we will take care of the transfer for you into your account.
Easy Option: Once you have your account setup with Heritage Bank, fax us the form (770-515-7208) and we will take care of the transfer for you into your account.
Easy Option: Once you have your account setup with Heritage Bank, fax us the form (770-515-7208) and we will take care of the withdrawal for you.
