Switch Kit

 

We're so glad you're here, yet we know that making the switch to a new bank isn't always a simple process, so let us help you make it a little easier!  With a few steps and forms to help, the transition just became more seamless, organized and hopefully stress free! 

 

For more assistance, feel free to stop by any branch and we can help complete the switch!

Open your Legacy State Bank account by stopping by our Loganville or Monroe locations.

Discontinue using your current bank's deposit account. 

 

Move your Automatic Payments and Automatic Debits to your new Legacy account.

Complete each form for any transfers that require a signature from you.  

 

 

Make sure all payments and checks have cleared your old account and that all automatic payments and deposits have been successfully switched to your Legacy Account. 

 

 

Close your old bank account. 

Complete the form below to send to your old bank if needed, in order to disburse the funds in your old account.  A Legacy State Bank customer service representative will be glad to mail this form to your former bank, as well as shred any checks and debit card(s) from your former bank. 

 

For more information