Valerie, David, and Dr. Christian Long

Switch to Kish

You’re ready to move your accounts to Kish Bank.
We’re ready to help you.
 

Switching from one financial institution to another can be a time-consuming process. At Kish Bank, our friendly, knowledgeable Personal Bankers will assist you to make the transition a smooth, pleasant experience.
 

A Personal Banker will help you determine which checking or savings account is best for you. To expedite your account opening process, please bring the information listed below with you. This checklist will ensure that you have the information needed for a complete and timely account opening experience.


Click here for a downloadable, printable version.

 

How do I open a Kish Bank account?

To open a Kish Bank account, you will need the following pieces of identifying information:
 

 Valid, non-temporary PA driver’s license with photo or non-temporary PA state identification card with photo*
 Social Security number*
 Date of birth
 Residential street address
 Occupation and employer's name


Additional identification may be required. If you wish to open a joint account, the account co-owner should be present and have the same information readily available.


*If you have none, please contact your local branch for alternatives.


 

How do I close my current account?

Once you have made sure all checks have cleared and that there is no more activity on the account you are closing, our Personal Bankers will help you close the account. Be sure to bring the following information:
 

 Name and address of current financial institution
 Most recent bank statement
 One current check (or routing and account numbers)
 A list of outstanding checks, payments, and deposits from your checkbook or savings register


 

How do I set up direct deposits to my account?

Our Personal Bankers will assist you in transferring direct deposits to your new account. Bring us a list of any direct deposit vendors that you may have, including:
 

 Payroll deposits from your employer (if possible, bring a copy of your employee direct deposit form)
 Social Security or other government deposits
 CD interest payments
 Life insurance premiums
 Child support deposits, etc.


 

How do I make an automatic payment from my account?

You may have several automatic payments that are withdrawn from your account regularly. Your last three bank statements should have most of your automatic payments listed – please bring them with you. We will also need the most recent bill associated with each of your automatic payments. Payments might include:

  • Gas
  • Electric
  • Phone
  • Water
  • Cable/Satellite
  • Internet
  • Cellular service
  • Mortgages
  • Loans
  • Child support
  • Insurance
  • Credit cards


We can also help you set up OnLine Bill Payment to simplify your bill-paying process.


 

Congratulations!

Once you have gathered the information on this checklist, you are ready to open your new account(s). At Kish Bank, you will enjoy the personal attention and service of a community bank, with the innovative and competitive products and services of a growing, forward-thinking financial institution.

Our client-focused approach to the way we do business over the past 100 years is how Kish Bank has built a strong company and reputation, and we will continue to have an unwavering focus on building client relationships.

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