Follow these 5 Easy Steps
Step 1: Open a new account at Bank of Jackson Hole.
Stop by any Bank of Jackson Hole branch to open a new checking or savings account. Have the following items with you when you open your account:
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- A valid driver's license and another form of identification
- An opening deposit of $100.00 (deposit amount varies with the type of Personal Account or Business Account
- Current utility bill
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Step 2: Stop using your old account immediately.
Remember to leave adequate funds to cover any outstanding checks or automatic payments that may be charged to your account. You may also want to destroy any unused checks, deposit slips, and ATM or debit cards from your old account.
Step 3: Change all of your direct deposits.
Complete the Direct Deposit Change Form or Government Direct Deposit Sign-up Form and forward it to the appropriate place to let them know you've changed banks. You may print or copy as many forms as you need. Include a deposit slip or voided check from your new Bank of Jackson Hole account.
Step 4: Change all of your automatic payments.
Change all of your automatic withdrawals or automatic payment services using the Automatic Payment Change Form. Include a deposit slip or voided check from your new account. Don't forget those payments that may use your old debit card number, such as online services. You may print or copy as many forms as you need. Review the Account Transfer Checklist to ensure all automatic payments have been identified before proceeding to Step 5.
*** MAKE SURE THE CHANGES YOU REQUESTED IN STEPS 3 AND 4 HAVE OCCURRED BEFORE COMPLETING STEP 5.
Step 5: Close your old bank account.
Simply complete and submit the Account Closure Request Form to close your account - there's no need to personally visit your former bank. If you have a remaining balance after your outstanding checks have cleared, they will send you a check.
That's it! Just 5 easy steps and you're ready to begin your Bank of Jackson Hole relationship.
