Make the Switch

Changing to a great checking account shouldn't be a challenge
We make it easy at Mountain America. If you need any help along the way, simply call 1-800-748-4302.

To switch bank accounts, follow these three steps:


 

1. Using the form below, provide any sources of direct deposits/automatic deposits.

 

Direct deposit sources include:

  • Employer payroll deposit
  • Government deposit
  • Retirement
  • Brokerage/investment deposits
 

2. Using the form below, identify the payments you would like to change.

 

Payments could include:

  • Mortgage/rent
  • Association fees
  • Internet service
  • Utilities: electric, gas, water, etc.
  • Investments/insurance
  • Club memberships
  • Cable/satellite
  • Credit cards/loans

If any companies take payments from your account using a debit card number, contact the company and set up a new form of payment.

 

3. Using the form below, transfer your remaining balance to Mountain America.

 

Benefit from these other great products and services:

  • Transfer credit card balances to a new low-rate card.*
  • Refinance your auto loan or mortgage.*
  • Utilize your home’s equity for a loan.*
  • Ask about our insurance, business services and investment options.

Verify all checks, card transactions, automatic payments and scheduled bill payments have cleared your old checking account before requesting to close the account.



*Subject to credit approval.

Step 1

Set up direct deposit/automatic payments

Download the Direct Deposit Authorization Form

Step 2

Update automatic payments & withdrawals

Download the Automatic Payment Change Form

Step 3

Transfer balances and refinance loans

Download the Balance Transfer/Account Closure Form