Switch to Liberty National Bank

It’s as easy as 1-2-3 to switch your accounts to Liberty National Bank, and we are here to help each step of the way. Start today, and find out how you can Expect the Best® from your new Liberty account.

Download the Switch Simple brochure  Download the Switch Brochure

Download the Checking Acount brochure  Download the Checking Account Brochure

1. Open Up your New Account

Your first step is to open your new Liberty National Bank account. Liberty National Bank offers four different checking accounts that will fit your needs.

Download the Open Up Your New Account form  Download and complete the “Open Up Your New Account” form.

This form needs to be returned with your initial deposit to one of our convenient locations.

2. Switch over Automatic Transactions

For this step, the forms will help you contact companies and financial institutions that handle your automatic deposits and withdrawals. We’ll be happy to assist you with any of these forms.

Download the Switch your Automatic Withdrawals form  Download and complete the “Switch your Automatic Withdrawals” form.

You’ll need to contact anyone who makes direct deposits to your account(e.g. your employer’s human resources department, your retirement or pension payments and/or the Social Security Administration as well as anyone who makes automatic withdrawals from your account. (The downloadable brochure provides a handy checklist.)

3. Close out your Old Account

Be sure to leave your old accounts open and enough money in place to allow outstanding checks and automatic withdrawals to clear. This process may take several weeks.

Once you are sure your old account is inactive, you can fill out the downloadable form. This form is asking your previous financial institution to forward the balance to your new account at Liberty National Bank or to you at home. Then you can destroy your old checks, ATM/debit cards and any deposit slips.

download the Close Out Your Old Account form  Download and complete the “Close Out Your Old Account” form.