It's YOUR Checking... MOVE It!
Switching your account(s) to Sandia Area is easy! Simply fill out the information requested below and then print, sign and mail the letters that will be generated to your other financial institutions to complete the process. For assistance, please contact us at 505-292-6343 ext 5.
The forms we are providing to you are generic. An employer/merchant may require a separate form or other documentation. If you receive Social Security benefits, you can set up Direct Deposit of your checks into your new Sandia Area account by visiting www.ssa.gov. To download the official government form for Direct Deposit for all other government benefits, go to www.treasury.gov.
Switching your account doesn’t have to be a hassle. We have organized a simple Switch Kit to help you transfer money from other financial institutions to Sandia Area. Follow these four easy steps to make your switch:
Open your new Sandia Area checking account and order your Debit MasterCard and checks. Start using this account for any new transactions.
Identify all of the deposits, bill payments, transfers and deductions to/from your current account, so you have an inventory of the transactions you’ll want to switch to Sandia Area. You will want to gather account numbers and addresses.
The EZ Switch Kit will generate letters you can use to perform the following:
You should also enroll in Online Banking, Mobile Banking, and Online Bill Pay at this time to make it easy to track all direct deposits and automatic payments to/from your new Sandia Area account. Now would also be a good time to open a new credit card and switch any higher-rate balances.
Questions? Give us a call at 292-6343 ext. 5 or visit a neighborhood branch