TRANSFER ACCOUNTS TO CFB
We want to be your bank. And we’ll start by showing you how our outstanding personalized customer service works. If you’re ready to make the switch, we’ll take care of the process for you. Just come into any TB bank center and tell us “I’m ready to switch!” Bring the following items with you and we’ll take it all from there.
- Your current bank account numbers or most recent bank statement.
- A list of all direct deposits associated with your current account including payroll deposits, Social Security or any other income.
- A list of automatic debits or online bill payments such as utilities, mortgages, car payments, credit card companies, subscription services, Internet service providers, charitable organizations or other companies.
- Your personal information including proof of identity as required by law to open a new deposit account, your full name, date of birth and Social Security or Taxpayer Identification Number.
Welcome! We look forward to helping you make a smooth account transfer and serving you as an TB customer.