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Switch Kit

Make the move. Open your new account.

We know that switching banks is not an easy thing, most would say it can be stressful. At Citizens Community Bank, we have worked hard to eliminate the hassle with our five step process switch kit. Simply follow the steps below and if you have any questions at all, ask one of our team members. 

Follow the steps below to make the switch.
Step 1: Gather your information.

  • Full Legal Name
  • Address
  • Email
  • Valid Photo ID
  • Phone
  • Social Security Number
  • Gender
  • Date of Birth       
  • Employer
  • Occupation        

Step 2: Open your new account online or in person.

To begin opening your new checking account online, simply click here. Or, we can make the process quick and easy when you stop by one of our convenient Citizens Community Bank branch locations.

Step 3: Let your employer know.
And any other sources of regular income like Social Security/Disability deposits, Retirement/Pension payments or Investment Dividend deposits. Inform them that you have a new checking account for any direct deposits made to you. To do this you'll need to have:

Your New Account Routing# 124103773

Your New Account#

Step 4: Update your bills.

Be sure to update any monthly or regular bills (utilities, auto loans, home mortgage, etc.) that you pay. To make sure none of your bills/subscriptions aren't forgotten, we've created a switch list to help.

Step 5: Close your existing accounts.
Close your old checking account(s). Make sure all pending purchases/payments have cleared before closing your old account!

There, you've made the switch. We welcome you to local community banking!