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Switch Kit

The following information contains links that will take you to various forms provided for your convenience. 
These forms MUST BE FILLED OUT AND PRINTED, they cannot be submitted online.

 

Ambler Savings Bank knows how difficult changing banks can be. We understand the hassle of notifying vendors and employers about changing banks. We are here to help you make the following three easy steps for you to transfer your bank accounts to our hometown bank accounts.

 

Step 1. Open New Accounts

Your first step is to open your new Ambler Savings Bank account. Once this account is in place, you have access to all of our benefits and other accounts, including free checking and low-cost loans. Please complete the Open New Account form and stop by one of our hometown financial centers.

 

Step 2. Change Automatic Transactions

The Change forms will help you contact the companies and financial institutions which handle your automatic deposits and withdrawals. For direct deposits this may include: your employer’s human resources department; the company handling your retirement or pension payments; or the Social Security Administration. Don’t forget to switch any payments you have automatically deducted from your account such as utilities, insurance or loan payments.

 

Step 3. Close Old Accounts

Be sure to leave your old accounts active long enough to allow outstanding checks and automatic withdrawals to clear. Leave enough money in place to cover these transactions (see Balance Worksheet). This process may take several weeks. Double check maturity dates if transferring a Certificate of Deposit in order to avoid possible penalties. Once you’re sure that the old accounts are inactive, you can send the Closed Old Account form to your previous financial institution to have remaining funds deposited to your new Ambler Savings Bank account. Then you can destroy your old checks, ATM/debit cards and deposit slips.

 

We really want to make your transition to Ambler Savings Bank an easy one, so contact 1-866-ASB-4550 or 215-646-8400 to assist you in making the switch if you need help.

Thank You for your Loyalty, Trust and Business!

     



 

 

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