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Switch your business accounts to Monroe Bank & Trust!

Its easy to switch your business checking and saving accounts to MBT.

And its easy to set up automatic payments and direct deposits from one financial institution to Monroe Bank & Trust. Just use the MBT Business Switch Kit. Simply complete and print the documents to notify your former institution and to announce your new MBT account and automatic bill pay information to other companies you have relationships with.


 

Lets get started:

For your account security, you will not be able to save the switch forms on your computer hard drive - although you can complete the forms online and print them. 

1.  Please make sure you have all the appropriate information to start.  The Worksheet Checklist  will help you gather all the information you will need to switch your accounts to MBT.

2.  Direct Deposit Change Request Form This form transfers your direct deposits from your former financial institution to your MBT bank account.

3.  Automatic Payment Transfer Form
This form is for your regular automatic withdrawals from your account. This includes automatic debits (ACH) or automatic charges to your debit and/or credit cards. Common uses of automatic debits include rent/mortgage, utilities and vendor payments.

4.  Account Closure Form
Deliver a written notice to the financial institution where you are closing the account. Allow time for any outstanding checks, final direct deposits and/or automatic withdrawals to clear, and make certain enough money is available in your account to cover these transactions.

Note for Electronic Payments (Online Bill Pay)
If you used an online bill pay service at your previous financial institution, be sure to cancel each payee and add them to your MBT Online Bill Pay list.

Questions? 

Please call our Customer Service Center at 800-321-0032 or send us an email

 

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