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Switch Kit Personal

Flip the Switch to Better Banking

Our switch kit makes transferring your accounts from other financial institutions to Blueoak Trust Bank fast and easy. Just follow the steps below!

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1. Open a Checking Account at Blueoak Trust Bank

Go to the nearest Blueoak Trust Bank branch to open an account. At this time, you can also set up your online banking and bill pay accounts.


2. Stop Using Your Former Account

Be sure to leave sufficient funds in your former accounts until all outstanding checks and automatic payments have cleared. Once every transaction has cleared your account, bring your old checks and debit cards into Blueoak Trust Bank, and we’ll shred them for you.

3. Change Your Direct Deposits

Our switch kit is available at any Blueoak Trust Bank branch. Inside, you’ll find everything you need to set up direct deposits. You can also download the forms from this website.

Download Switch Kit

4. Change Your Automatic Payments

As with the direct deposits, we can help you manage your automatic payments at a branch. Otherwise, download the forms here.

Download Switch Kit

5. Close Your Former Bank Account

Now that everything is set up, you can say goodbye to your old financial institution. Welcome to Blueoak Trust Bank!

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