Switch Kit

The Easy Way to Switch Your Account(s)

This easy-to-follow kit includes everything you need to switch your account with absolute ease.

Just follow the three steps below:

1. Visit your nearest branch where one of our banking specialists will help you to select the account(s) that best suit your needs. You can choose from a variety of attractive checking and savings accounts, that can help you meet your financial goals.

2. Once you have opened your new Colonial American Bank account(s), simply complete the account switch kit forms, as needed, and send them to the appropriate organizations to redirect deposits or automatic payments to/from your existing accounts to your new Colonial American Bank account(s). Then, wait for all of your changes to take effect.

3. Send the “Account Closure Notice” to your previous bank…after all checks have cleared from your old account and direct deposits or payments are being made through Your new Colonial American Bank
account(s).

Any remaining balance from your old account will be automatically forwarded to your new Colonial American Bank account.

If you have questions or are unsure about how to complete these forms, please visit your nearest Colonial American Bank office or call us at
(215) 657-4343 or (610) 941-1266. We’ll help make switching easy!

Account Closure Notice.pdf

Automatic Payment Change Notice.pdf

Direct Deposit Change Notice.pdf