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Switch to Mahopac National Bank

Mahopac National 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.

	Document
Instructions Easy step-by-step instructions to help you make the switch.
Conversion ChecklistUse this checklist to manage your switch and help determine which of the forms below you need to use.
Existing Account Closing Form Use this form to notify your current bank to have them transfer your account balances to your new Mahopac National Bank account.
Direct Deposit Authorization FormUse this form to notify companies (employers, Social Security, government agencies) to switch your direct deposit to Mahopac National Bank
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 Mahopac National Bank
Account Balance WorksheetUse this form to balance your old check register and determine what is available for transfer to your new Mahopac National Bank account.
Federal Benefits Payments Use this form to notify the government to direct deposit social security, veteran's benefits, etc. to your new Mahopac National Bank account.
All forms in one easy PDF Instructions, checklist and all of the above forms in one easy PDF document.