Personal Banking Switch Kit

At LowellBank we try to make banking easier for our customers. That’s why we’ve assembled everything you need to switch to LowellBank right here on this webpage. Just follow each simple step and soon you will enjoy the convenience of banking with LowellBank.

1. Decide which LowellBank Checking Account works best for you. If you haven’t already done so, you can review our checking account options online.

2. Open your new LowellBank checking account on line. Once your LowellBank account is open, simply stop using your old account and start using your new LowellBank checking account.

3. Add Direct Deposit to your LowellBank checking. Add the convenience and security of having your payroll and other scheduled income checks deposited directly to your new LowellBank checking account. Simply complete the Direct Deposit Authorization form or any other form your employer requires.

To arrange for Social Security Direct Deposit, please call the Social Security Administration directly at (800) 772-1213 with your new LowellBank account information.

4. Switch your Automatic Payments. Please fill out the Automatic Payment Authorization Form to change any automatic payments being paid from your old account to your new LowellBank Checking Account.

5. Switch your On-line Bill Payments. Use our Monthly On-line Bill Payment Organizer to record information on each monthly bill that you are currently paying via online bill payments from your old account. This organizer will make it easier to set-up payments from your new LowellBank Online Bill-Pay service and provides a valuable and permanent record of your monthly payments.

6. Close your old checking account. You may confidently close your old checking account using our Request to Close an Account Form, after you have successfully completed the steps above and:

• All the checks and other payments you authorized have been paid from your old account;
• AND any direct deposits are being made to your new LowellBank account
  
• AND any automatic payments are being made from your LowellBank account.

If you have questions regarding your new account or any of the steps above, please call us at (978) 458-4598 and ask to speak with a customer service representative.