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T
he Switch is on to Columbia River Bank and we want
to make it easy to switch your accounts. In this kit are
all the documents you need. We would be happy to
help with your opening deposit to activate your accounts and
we can even transfer the funds automatically for you.
Switching to Columbia River Bank is quick and hassle-free.
Just bring in the completed forms in this kit to any Columbia
River Bank branch. If you prefer, we can ll out the forms for
you, ready for your signature and we will take care of the rest.
Closing Your Current Accounts.
To close all or selected
accounts at your current bank, please complete the
Account Closing Request form.
Transferring Automatic Payments.
If you are currently
having any payments automatically withdrawn from your
existing checking or savings account, please ll out the Account
Payment Transfer Letter and we will transfer these periodic
transactions to your new account with Columbia River Bank.
Transferring Credit Card Balances.
If you would like to
transfer credit card balances on any or all of your existing
credit cards to your Columbia River Bank credit card,
just complete the Credit Card Balance Transfer Form and
provide us with the latest statement on all the accounts
you wish us to pay o and close.
Setting Up Direct Deposits.

If you would like to authorize
us to set up a direct deposit or to change your electronic
deposits such as your paycheck from your existing accounts
to your new Columbia River Bank account(s), complete the
Payroll Direct Deposit Change Request. If you are a federal
employee, you have federal retirement payments or Social
Security payments, please use the Direct Deposit Sign-Up
form (1199A).
Questions?
Just visit your local Columbia River Bank
branch or call our Customer Support Team toll-free at
877-272-3678.
Switch Kit
Overview
Switch Kit
Account Closing Request
Switch Kit
Payroll Direct Deposit
Change Request
Date ______________________________________
To ________________________________________
(Name of bank, credit union, etc)
From ______________________________________
(Primary account holder)
Address ____________________________________

____________________________________
Please close the following account(s) with your institution:
Account # __________________________________

Checking
Savings
Money Market

Other ________________________________
Account # __________________________________

Checking
Savings
Money Market

Other ________________________________
Account # __________________________________

Checking
Savings
Money Market

Other ________________________________
Account # __________________________________

Checking
Savings
Money Market

Other ________________________________
Please send any funds remaining in these accounts to:

The address shown above

Columbia River Bank


Attn: _______________________________


Address: _____________________________


___________________________________
X _________________________________________
Primary Account Holder Signature
X _________________________________________
Secondary Account Holder Signature
Please return this completed request to your employers
human resources oce for payroll direct deposit.
Dear ______________________________________
(your employer)
I have recently switched banks and would like you to
begin electronically depositing my paychecks into my
new Columbia River Bank account(s). Below is all the
information necessary to make this change.
Section 1 Direct Deposit Authorization
Name _____________________________________
Social Security No. ___________________________
Address ____________________________________
City ______________ State ______ Zip _______
Company Name _____________________________
Company Address ____________________________
Section 2 Deposit Instructions
Deposit the entire amount of my paycheck into my
checking account. Account #: ________________
Deposit this amount into of my paycheck into my
Savings account.
$ ____________ Account #: _________________
and place the remaining amount into my checking
account. Account #: ________________________
Columbia River Banks ABA Routing Number is 123206011.
Section 3 Read and sign below
I hereby authorize:
The above listed entity to initiate credit or debit (if necessary to
correct an error) entries into my Columbia River Bank account
for the purpose of electronically depositing my paycheck.
This authorization to remain in full force and eect until I send a
written notice of change or cancellation.
X _________________________________________
Signature
Date
Member FDIC
Member FDIC
Member FDIC Switch Kit
Credit Card Balance
Transfer Request
Switch Kit
Automatic Payment
Transfer Letter
Switch Kit
Branch Information
Date ______________________________________
Cardholder Name ____________________________
Cardholder Address ___________________________
___________________________________________
Cardholders Columbia River Bank Credit Card Number
___________________________________________
Please debit my Columbia River Bank credit card
account number noted above to pay o and close the
following accounts:
Card Type: _________________________________
(Visa, Mastercard, etc.)
Account #: __________________________________
Balance ____________________________________
Card Type: _________________________________
(Visa, Mastercard, etc.)
Account #: __________________________________
Balance ____________________________________
Card Type: _________________________________
(Visa, Mastercard, etc.)
Account #: __________________________________
Balance ____________________________________
I understand the amount will post on my Columbia River Bank
account as a Cash Advance but that the Cash Advance Fee will be
waived. I also understand that I need to allow up to fourteen (14)
business days for my existing accounts to be paid o and closed,
and that if I have payment(s) which are due now I should make
those payments.
X _________________________________________
Cardholder Signature
Date
Please provide Columbia River Bank with a copy of your latest
statement on all the accounts you wish us to pay o and close.
Date ______________________________________
Dear ______________________________________
(vendor)
I am writing to notify you of a change in my banking
relationship cencerning my account number
___________________________________________
I currently have my ___________________________

(vendor)
payment automatically withdrawn from my checking /
savings account # _____________________________
at _______________________________ bank on the
_________ of the month. I would like to transfer these
monthly transactions to my new bank, Columbia River
Bank
, and submit this letter as written notication of that
intention.
I understand that I need to provide at least ten (10) days
notice prior to the next scheduled transaction. Therefore,
I expect the last transaction from _________________
__________ bank to be the one dated ____________
and the rst transaction from Columbia River Bank
to be dated _________________________________
My new Checking / Savings account number is:
___________________________________________
Columbia River Banks ABA Routing Number is 123206011.
Sincerely,
X _________________________________________
Customer Signature
Date
Your Name _______________________________
Address _________________________________

_________________________________
Phone Number ___________________________
To nd out more about Columbia River Bank,
stop by any one of our 18 local branches located
throughout Oregon and South Washington, visit
www.columbiariverbank.com
or call toll-free
at 877.272.3678.
I am interested in the following banking services:
Personal Checking
Business Banking
Personal Savings
Consumer Loans
Telebanking
Individual Accounts
Online Banking
Joint Accounts
Home Loans
Visa� & Mastercard�
Home Equity Loans
Overdraft Protection

Lines of Credit
Programs (including fees and features)
are subject to change without notice.
Member FDIC
Member FDIC
Member FDIC