Switch Kit
Let Us Help You Make the Switch to VisionBank
When you open an account with VisionBank, we will gladly assist you to move funds from your previous financial institution, close unnecessary accounts, or change automatic deposits to go into your VisionBank account, or change recurring bills to pay from your VisionBank account.
Use this handy checklist and bring the required information, into one of our locations or mail it to our Downtown Branch, 712 S. Kansas Avenue Topeka, Kansas 66603. We will prepare the necessary forms and contact you when they are ready so that you can stop by to sign them.
When the forms are complete, we will then send them, on your behalf, to the designated financial institution, company or agency.
Checklist:
Required Information
___ Your name and address
___ Your social security number
___ Daytime Phone Number
___ Valid Drivers License or Kansas Identification Card
___ A contact name and phone number for the previous institution, in case of questions
___ Information pertinent to service requested (see below)
To Close Previous Accounts and Transfer Funds to your VisionBank account
___ Previous institution name and mailing address
___ Previous account type (checking, savings, etc)
___ Previous account numbers
___ Number of signatures required to authorize closure or transfer funds
___ Amount to close account (make sure all checks have cleared account)
___ A contact name and phone number for the previous institution, in case of questions
Note: the previous institution may require endorsed negotiable instruments, such as Certificates of Deposit.
To Move or Set Up a Direct Deposit into your VisionBank account
___ Paying agency or employer name and mailing address
___ Previous financial institution name and mailing address
___ Previous financial institution routing number
___ Previous account type and account number
To Change a Recurring Automatic Payment to deduct from your VisionBank account sign up for our easy to use Bill Pay
Use this For Each Company to be Paid
___ Company name and mailing address
___ Billing account number
___ Transaction amount
___ Previous financial institution name and mailing address
___ Previous institution routing number
___ Previous account number
Important Information About Opening An Account:
On September 11, 2001, our lives changed forever. In an effort to protect you and our country, the USA Patriot Act was signed into law. To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents.
We proudly support all efforts to protect and maintain the security of our customers and our country.
Please Contact Us for general questions. The bank will respond to all inquiries; however we may not be able to answer your question in full depending on whether we need to communicate confidential information.
