Four easy steps to a better banking experience.
Switching to Montecito Bank & Trust is now easier than ever before. Our switch kit provides four easy steps to a better banking experience.
Stop using your old account.
Be sure to keep it open until all of the outstanding checks have cleared and any direct deposits or automatic payments have been changed to your new account.
Transfer any payroll direct deposits or automatic payments.
Simply fill out this form and give it to your employer, the Social Security Administration or your retirement plan. Be sure to include a deposit slip or voided check from your new Montecito Bank & Trust account.
Payroll Direct Deposits Transfer Form
Use this form to change all automatic withdrawals or automated payments. Be sure not to forget about those payments that use your old bank's debit card number, such as automatic payments made online.
Automatic Payments Transfer Form
Close your old checking account.
Send in this completed Accounts Transfer Form to your old bank to close your old account. No face-to-face account closing meeting is needed. If, after all your checks have cleared, you have a remaining balance, your old bank will send us a check to deposit into your new account. Once your old account is closed, remember to destroy any unused checks, ATM and debit cards and deposit slips.
Accounts Transfer Form
Frequently Asked Questions
If you have any questions about our switch kit, please refer to our Switch Kit FAQs. If after reviewing the FAQs, you still need more information, please contact one of our convenient branch locations and they'll be happy to help you.
We look forward to welcoming you as a new customer and helping you along your own unique Path to prosperity®.