Switch to Tompkins Mahopac Bank

Tompkins Mahopac Bank has made moving your accounts easy and convenient with our Switch Kit.  These forms include everything you need to switch. Simply print out the paperwork and send it to the appropriate party.

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Instructions

Easy step-by-step instructions to help you make the switch.

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Conversion Checklist

Use this checklist to manage your switch and help determine which of the forms below you need to use.

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Existing Account Closing Form

Use this form to notify your current bank to have them transfer your account balances to your new Tompkins Mahopac Bank account.

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Direct Deposit Authorization Form

Use this form to notify companies (employers, Social Security, government agencies) to switch your direct deposit to Tompkins Mahopac Bank

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Automatic Payment/Deposit Switch Form
Use this form to notify payees (utilities, insurance companies) who automatically take payments from your checking account to redirect withdrawals to Tompkins Mahopac Bank

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Account Balance Worksheet

Use this form to balance your old check register and determine what is available for transfer to your new Tompkins Mahopac Bank account.

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Federal Benefits Payments
Use this form to notify the government to direct deposit social security, veteran's benefits, etc. to your new Tompkins Mahopac Bank account.

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All forms in one easy PDF
Instructions, checklist and all of the above forms in one easy PDF document.

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Need help with your switch? Please call 1-866-GO-BANK8 or visit your local branch for assistance

To view and print these PDF documents, you must have Acrobat Reader installed on your computer. You can get Acrobat for free here.