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St. Tammany Homestead SwitchKit Resource Center


Think it’s too much trouble to open a new bank account at a different bank? Not with The Homestead! Now, with our SwitchKit you can move your money from other banks to St. Tammany Homestead by following a few simple steps – start moving your money today.

 

Step 1: Open one of our FREE checking accounts.

               

               You will need your new

 

               Checking account Number: _______________________________

 

               Routing Number: ______________________________________

 

Step 2: Switch your Direct Deposit

ü  Transfer funds from your old account to your new FREE checking. Notify your employer or Social Security Administration to redirect your payroll or benefit direct deposit to St. Tammany Homestead.

ü  Click here for Payroll Deposit Form to give to your employer.

ü  Click here for Direct Deposit of Federal Benefit Payments form.

 

Step 3: Redirect your Automatic Payments

ü  Print out and complete an Automatic Payment Change Form for each automatic payment you have set up (such as your monthly car insurance, loan or mortgage payments). Send this form to notify your billing companies to automatically withdraw their payments from your new Homestead account.

 

Step 4: Close Your Old Bank Account(s)

ü  Ensure that all checks and transactions have cleared before you close the account.

ü  Print out and complete the Account Closing Form.

ü  Remove all funds from your old account.

        
 

 

 
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