SWITCH
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SWITCH
Welcome To
First National Bank & Trust
4
MAKE THE
WE MAKE SWITCHING
AS EASY AS 1, 2, 3 . . .
1. Set-up Your New Accounts At
First National Bank & Trust
2. Transfer Your Automatic Deposits and
Bill Payments to Your New Account
3. Close Your Old Accounts
ABC BANK
SWITCH
COME BANK WHERE
YOU
ARE FIRST!
1-800-377-6909 www.myfnbt.com
FIRST THINGS FIRST!
SAMPLE CHECK
0101
DATE
PAY TO THE ORDER OF
DOLLARS
MEMO
123456789
0123456789 0101
$
{ {
{
9 Digit
Routing
Number
10 Digit
Account
Number
Individual
Check
Number
We hope you find the following guide and accompanying forms helpful as you switch accounts to First National Bank
& Trust. We cannot guarantee that this Switch Kit contains everything you may need to successfully move your
accounts, and automatic deposits & bill payments, as well as close your old accounts. You may be required to use
specific forms provided by each of your service/utility providers for automatic bill payments, your employer for direct
deposit, and your prior bank for closing your old account. Whatever the process may be for your situation, please
know that we are here to help you in any way possible. We will even take care of mailing out your completed forms for
you at our expense.
When setting up automatic bill payments and direct deposits you must provide information about the new account
where the money will be deposited or withdrawn.
For Direct Deposit and Automatic Bill Payment through Checking use the routing number and account number found
on your check. You can also find your Account Number on your statements or on the account documents provided
at account opening. Please view the following example to assist you with locating the correct numbers on your own
individual check.
If you are using a savings account instead of a checking account, check your bank statement or account
documents provided at account opening to locate your Account Number.
POWELL BRANCH
307-754-2201
LOVELL BRANCH
307-548-2751
CODY BRANCH
307-587-3800
1-800-377-6909 www.myfnbt.com
Personal Banking
Checking
Free Checking Account (no check images)
Free Checking with eFIRST Statement (includes images)
Personal NOW Account (Interest Bearing)
Student Checking Account
Savings
Personal Savings Account
Looney Tunes Savings Club (For Kids)
Health Savings Account
Christmas Savings Account
Investing
Certificate of Deposit (CD)
First Investor Account (Money Market)
Individual Retirement Account (IRA)
Online Banking Services
FREE Personal eFIRST Online Banking
FREE Business eFIRST Online Banking
FREE eFIRST Statements (e-mailed account statements)
FREE Online Bill Pay (personal accounts only)
Credit Cards & ATM Access Cards
Credit Cards
VISA® Artist Series Credit Card*
VISA® Gold Card*
VISA® Platinum Card*
VISA® Business Platinum Card*
Northwest College Trapper VISA® Card*
Cody School VISA® Card*
Prepaid VISA® Gift Card*
Debit & ATM Access Cards
FREE
Basic ATM Access Card (not a debit card)
FREE VISA® Check Card (debit card and ATM access)
Loans and Lines Of Credit
Agricultural Loans
Ag/Real Estate Loans*
Equipment & Livestock Loans*
FSA (FmHA)*
Operating Lines of Credit*
Commercial Loans
Real Estate & Construction Loans*
Equipment Loans*
Revolving Term Loan*
Small Business Administration Loans / Programs*
Patriot Express (SBA Program for Military community)*
Operating Lines of Credit*
USDA Business & Industry Loans*
Consumer Loans
Automobile, RV, Boat, Personal Toy Loans*
Unsecured Home Improvement Loans*
Personal Secured/Unsecured Loans*
QuickDraw*
First Preferred - Personal Line of Credit*
Tax Buster - Home Equity Loan*
HELOC - Home Equity Line of credit*
Business Banking
Checking
Business Checking
Business NOW Account (Interest Bearing)*
Savings
Business Savings Account
Investing
Certificate of Deposit (CD)
First Investor Business Account (Money Market)
STEP 1:
OPEN NEW ACCOUNT(s)
Check the following accounts you are interested in opening.
1-800-377-6909 www.myfnbt.com
*Accounts/Products marked with this symbol *
are subject to eligibility requirements.
PAYROLL / RETIREMENT / INVESTMENTS / SUPPLEMENTS
I have recently changed banks and will need to have my direct deposit switched from my old
account to my new account with First National Bank & Trust, Below you will find any of my
personal information you may need to fulfill this change.
Please change my direct deposit to the following account with First National Bank & Trust as soon as possible:
ENCLOSED: Voided check from my new First National Bank & Trust account.
Do not include a deposit slip.
STEP 2a:
AUTOMATIC DEPOSITS
Use as many copies of this form as necessary to inform all of your income providers.
TYPE OF ACCOUNT:
ACCOUNT #:
BANK ROUTING #:
CHECKING SAVINGS MONEY MARKET
102301089
SIGNATURE:
PRINT NAME:
(if this is a joint account)
SIGNATURE 2:
PRINT NAME:
ADDRESS:
CITY, STATE, ZIP:
COMPANY NAME:
YOUR FULL NAME:
YOUR PHONE #:
SOCIAL SECURITY #:
1-800-377-6909 www.myfnbt.com
UTILITIES / MORTGAGE / CAR PAYMENT / OTHER BILLS
STEP 2b: AUTOMATIC WITHDRAWALS
Use as many copies of this form as necessary to inform all of your service providers.
TYPE OF ACCOUNT:
ACCOUNT #:
BANK ROUTING #:
CHECKING SAVINGS MONEY MARKET
102301089
SIGNATURE:
PRINT NAME:
(if this is a joint account)
SIGNATURE 2:
PRINT NAME:
ADDRESS:
CITY, STATE, ZIP:
I have recently changed banks and will need to have my automatic withdrawal switched from my
old account to my new account with First National Bank & Trust, Below you will find any of my
personal information you may need to fulfill this change.
Please change my automatic withdrawal to come from the following account at First National Bank & Trust:
ENCLOSED: Voided check from my new First National Bank & Trust account.
Do not include a deposit slip.
UTILITY COMPANY / SERVICE PROVIDER
YOUR FULL NAME:
YOUR PHONE #:
SOCIAL SECURITY #:
1-800-377-6909 www.myfnbt.com
Verify the following actions have been completed prior to closing your old account(s):
Verify all checks written on your old account(s) have cleared
Transfer all of your automatic bill payments to your new account
Transfer all of your automatic deposits to your new account
After completing all of the above actions, use the following form to close your old account(s).
Your old Financial Institution may require that you use their specific Close Account form.
STEP 3: CLOSE OLD BANK ACCOUNT(S)
PLEASE CLOSE THE FOLLOWING ACCOUNTS WITH YOUR INSTITUTION:
ACCOUNT TYPE
ACCOUNT#
DEFER PAYMENT UNTIL CLOSE OF INTEREST PAYMENT
FORWARD FUNDS TO ME AT THE FOLLOWING ADDRESS:
Together with all the interest and/or dividends that may have become due on above listed accounts
FINANCIAL INSTITUTION:
ADDRESS:
CITY, STATE, ZIP:
SIGNATURE:
PRINT NAME:
(if this is a joint account)
SIGNATURE 2:
PRINT NAME:
ADDRESS:
CITY, STATE, ZIP:
ABC BANK
1-800-377-6909 www.myfnbt.com
The following is contact information for some of the service providers in our local area:
You will need to provide your bank account number and bank routing number as well as other required
information to each of your service providers. Each service provider may have different requirements to
enroll in their automatic payment service - we will be happy to assist you with finding all of the correct
information needed.
City of Cody:
307-527-7511
www.cityofcody.com
Automatic Withdrawal
Energy West
1-800-348-1030
www.ewst.com
Zap Pay
Town of Lovell
307-548-6551
www.townoflovell.com
As of 2/1/2008 No AutoPay Service Available
Montana Dakota Utilities
1-800-638-3278
www.montana-dakota.com
Easy-Pay
City of Powell
307-754-7263
www.cityofpowell.com
Electronic Fund Transfers
Rocky Mountain Power
1-888-221-7070
www.rockymtnpower.com
Electric Check payment
Bresnan Communications:
1-877-273-7626
www.bresnan.com
Simple Pay
Alltel Wireless
1-800-255-8351
www.alltel.com
Direct TV
1-888-777-2454
www.directv.com
Qwest Communications
1-800-244-1111
www.qwest.com
AutoPay
Dish Network
1-888-284-7116
www.dishnetwork.com
AutoPay
Verizon Wireless
1-800-922-0204
www.verizonwireless.com
TCT West
307-568-3357
www.tct.com
eBill / Auto