New Account Switch Kit

Changing your banking relationship to the White Hall Financial Center is easier than you think!  To assist you with this process, we’ve compiled all the necessary forms into one convenient packet called a “switch kit.”  Our switch kit is broken down into five easy steps.  To speed up the process, you can view and print out all of the necessary forms online, complete them and bring them in to one of our friendly new accounts representatives today.  Soon, you’ll be on your way to experiencing financial solutions for the 21st century.

Step One
Complete the new account application and information request form.

Step Two
Provide two forms of identification
    Primary photo such as driver’s license, military ID card, state issue ID card
    Secondary such as birth certificate, Social Security, Voter registration card, credit card

Step Three
Provide a list of current Direct Deposits with name of depositor and phone number and we will contact your depositor for you. 

Step Four
Provide a list of all bank drafts with name of payee, account number and telephone number and we will contact the names on this list for you.

Step Five
Once we have all of the necessary information, let us help you select the best account for you!

IMPORTANT REMINDER:  After you've set up your new accounts with the White Hall Financial Center, leave your old accounts active long enough to allow outstanding checks or automatic withdrawals to clear.  Once you're sure your old bank accounts are inactive, ask your previous financial institution to send you the balance from that account to close it out. Then you can destroy your old checks, ATM/debit cards and deposit slips.