Smooth Move Package

It is easy to switch your banking services over to us with our Sun American Bank “Smooth Move” package.
Establishing your banking relationship with a local bank is an important decision and at Sun American Bank we realize that the Switch can appear to be overwhelming. So we invite to you join our many friends and neighbors who have made the Switch to Sun American Bank. We have made it easy and will help you complete the necessary steps that will result in a Smooth Move" to Sun American Bank.
Visit one of our Sun American Bank financial centers and meet with a Financial Professional who will help you select the most appropriate banking products and services that meet your needs.
Prior to your visit, you can review and print the attached forms that one of our Financial Professionals will use to assist you in achieving the Smooth Move.
The following “Smooth Move” forms are available:
- Switch Organizer.
- Switch Change of Instruction for Automatic Deposit.
- Direct Deposit Sign Up Form.
- Change of Instruction for Automatic Payment.
- Close Account Request.
- Personal Checking Account Application.
- Business Checking Account Application.
- Special Gift - Get $ 100*
Click Here to print forms
Our “Smooth Move’ program also includes some helpful hints:
- Completion of the Personal or Business Checking account application prior to your visit to one of our financial centers will allow our Financial Professionals to expedite the process.
- Our Financial Professional will coordinate the closing of your previous account at another financial institution with you. The process will include a review to ensure that all of your previous account’s outstanding checks have cleared and all Automatic Deposits and Payments are now processing through your new account at Sun American Bank. When we have confirmed this, we can assist you in completing the “Account Closing Form” which will advise your previous financial institution to close the account and send a check for the balance of the account.
- We will also coordinate with you the activation of your new Sun American Bank ATM card or Check Card, and the destruction of your previous account checks and electronic banking cards.
Additionally, for a limited time, when you take advantage of our “Smooth Move” program and open your new Sun American Bank account, we will provide you with a special gift.
*For more details, click the coupon or the link to print forms above.
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