Tompkins Trust Company has made moving your accounts easy and convenient with our Switch Kit. These forms include everything you need to switch. Simply print out the paperwork and send it to the appropriate party.
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Instructions
Easy step-by-step instructions to help you make the switch. |
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Conversion Checklist
Use this checklist to manage your switch and help determine which of the forms below you need to use. |
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Existing Account Closing Form
Use this form to notify your current bank to have them transfer your account balances to your new Tompkins Trust Company account. |
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Direct Deposit Authorization Form
Use this form to notify companies (employers, Social Security, government agencies) to switch your direct deposit to Tompkins Trust Company |
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Automatic Payment/Deposit Switch Form
Use this form to notify payees (utilities, insurance companies) who automatically take payments from your checking account to redirect withdrawals to Tompkins Trust Company |
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Account Balance Worksheet
Use this form to balance your old check register and determine what is available for transfer to your new Tompkins Trust Company account. |
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Federal Benefits Payments
Use this form to notify the government to direct deposit social security, veteran's benefits, etc. to your new Tompkins Trust Company account. |
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All forms in one easy PDF
Instructions, checklist and all of the above forms in one easy PDF document. |
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Need help with your switch? Please contact us for assistance
To view and print these PDF documents, you must have Acrobat Reader installed on your computer. You can get Acrobat for free here.