Switching is made easy with Home State Bank!
We've gathered all the necessary tools to make your switch easy! You can begin the process whenever and wherever it's convenient for you! Download our user-friendly Switch Kit, complete it, and then visit the nearest location, either Jefferson or Polk City.
*To ensure your personal information remains confidential, please do not email completed forms to Home State Bank.
- Let's get started. Open your new Home State Bank account(s).
- Organize your information. Our Switch Kit / Direct Deposit & Automatic Payment Organizer is designed to help you organize and account for all your transactions (subscriptions, loan payments, utilities, etc.) that will be transferred to your new account at Home State Bank.
- Switch your direct deposits. Send the Direct Deposit Change Request Form to your employer and any other sources of funds so they can automatically transfer funds into your new Home State Bank account. For any questions regarding your employer's payroll process, please contact the payroll department or processor directly.
- Switch any automatic payments. Use our Automatic Payment Change Request Form to transfer or set up a new automatic payment from your new Home State Bank account. Please allow sufficient time for your first payment to be processed. *Did you know many companies allow you to change the automatic transfer information from your account on their website? This process is typically faster and requires less time for your first payment.
- Close the account(s) at your old financial institution(s). While saying "goodbye" can be tough, we've created an Automatic Closure Authorization Form for your convenience. Before closing your accounts, ask if there are any fees for closing them. Be sure all your checks and debits have cleared BEFORE closing your old account.
Learn more about what Home State Bank offers with our Personal & Business Online Education Library full of short videos and tutorials!
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