Send written notices to companies with which you have direct deposit (employer, government deposits, pension, transfers from other financial institutions, investment dividends, child support or court-issued deposits, etc.) notifying them that you want to switch your direct deposits to your new account at First Lockhart Bank.
Send written notice to set up direct deposits with any new companies or individuals.
Send written notices to companies who automatically take payments from your checking account (utilities, mortgage, insurance, brokerage, credit cards, internet service providers, transfers to other banks, child support or court issued payments, etc.) notifying them that you are closing the account.
Send this form to companies notifying them that you want to transfer existing automatic payments from your previous financial institution to First Lockhart Bank.
Verify that your direct deposits and automatic payments have begun posting to your new First Lockhart Bank account.
Send written notice to your old financial institution informing them you are closing your account.