Switching your checking account to Northern Bank & Trust Company is as simple as 1, 2, 3, 4. Our Switch Kit provides you with all the forms to complete in just a few minutes. All you have to do is bring them into any one of our conveniently located branches, meet with one of our customer service representatives and you will be ready to open your new checking account. Just follow the instructions below. If you have any questions call us at 1-781-937-5400 and we will be happy to assist you.

Stop by any Northern Bank & Trust Company branch listed below and fill out the account opening form with one of our customer service representatives. With your new account number you can quickly and easily complete steps 2, 3, and 4!

Convenient locations throughout Woburn, Melrose, Burlington, Billerica, Chelmsford, Westford, Littleton, and Acton.

Fill out the Automatic Payment Change Letter and forward this form to any companies that are currently processing recurring automatic payments out of your old bank account.

It is important that you switch them to your new Northern Bank & Trust Company account so the billing companies do not try to process payments from your old account once it is closed.

Fill out the Account Closing Letter (make a copy) and give it to your current bank to ensure they close your old account and forward any remaining funds to you. Make sure all your checks have cleared and that all automatic payments are stopped.

Use our Direct Deposit Request form to switch your direct deposit to your new Northern Bank account. Fill out the form with your new Northern Bank account number and ABA routing number (our customer service representative can tell you what it is if you do not know). Once completed return the Direct Deposit form to your payroll department in time before the next pay cycle.

That’s it! You will be all set-up with your new Northern Bank & Trust Company account!

Northern Bank & Trust Company
Neighbors you can bank on.
781-937-5400

Customer is responsible for filling out forms to ensure processing of your automatic payment switch to Northern Bank & Trust Company and closure of old bank account.

Member FDIC Equal Housing Lender

To change an automatic payment to your new Northern Bank checking account, use this letter to notify any company that is processing a recurring automatic payment for you. If you have more than one automatic payment that you want to deduct from your new checking account, just make copies of this letter and send to each company. Be sure to provide your old bank account number, old bank ABA routing number (the nine digit number on the bottom left of your old check) and your new Northern Bank account number and ABA routing number in the spaces provided. Also, if the billing company has assigned you an account number for the product and services they provide make sure you enter that in space provided as well.

Date: _______________________________________________________

To (Company Name): __________________________________________

Street Address: _______________________________________________

City: ______________________________ State: _____ Zip: ____________

From (Your Name): ____________________________________________

Subject: Request to change Automatic Payment for Account #: ______________________

Please be advised that I’ve recently changed banks and will need to have my automatic payment switched from my old account to my new account with Northern Bank & Trust Company.

I currently have my automatic payment coming out of my (Please circle one account type):

Checking    Savings    Money    Market    Account

Bank Name: ____________________________________________

Bank Account Number: __________________________________

ABA Routing Number: ___________________________________

Please change the automatic payment to the bank and account below (circle one):
Checking    Savings    Money Market Account

Northern Bank & Trust Company
215 Lexington St.
Woburn, MA 01801

Bank Account Number: __________________________

I hereby authorize the changes listed above.
_________________________________
(Account Owner’s Signature)

Northern Bank & Trust Company
Neighbors you can bank on.
781-937-5400

Customer is responsible for filling out forms to ensure processing of your automatic payment switch to Northern Bank & Trust Company and closure of old bank account.

Member FDIC Equal Housing Lender

Date: __________________________________

To (Bank Name): _________________________________

Street Address: _________________________________

City: __________________ State: ____________ Zip: ___________

From (Your Name): ____________________________________

Subject: Request to close account(s)

I am writing to request that you close my account(s) listed below. Please send me/us a check for any remaining funds in the account(s) to the address listed below. If you have any questions, please contact me/us at the phone number listed below. Thank you.

Account Number(s)		Account Type (please circle one)
1.______________________		Checking    Savings    Money Market Account
2.______________________		Checking    Savings    Money Market Account
3.______________________		Checking    Savings    Money Market Account

Account Owner Name: _______________________________

Street Address: ___________________________________

City: ____________________ State: _______ Zip: __________

Phone: __________________

I hereby authorize the closing of the account(s) listed above:
________________________
Signature

Northern Bank & Trust Company
Neighbors you can bank on.
781-937-5400

Customer is responsible for filling out forms to ensure processing of your automatic payment switch to Northern Bank & Trust Company and closure of old bank account.

Member FDIC Equal Housing Lender

Use this letter to provide your employer with your new payroll direct deposit information.

To (Company Name): ______________________________________

From (Employee’s Name): __________________________________

Street Address: __________________________________________

City: ________________________ State: ________ Zip: __________

Phone Number: _________________________

Social Security Number: __________________

Please immediately re-direct my current payroll direct deposit to my new Northern Bank & Trust Company account provided below.

Thank you.

Northern Bank & Trust Company
215 Lexington St.
Woburn, MA 01801
781-937-5400

New Account #: __________________________________

Routing #: 011303097

I hereby request to have my direct deposit sent to my new Northern Bank account listed above.

Signature_______________________________ Date__________________

Northern Bank & Trust Company
Neighbors you can bank on.
781-937-5400

Customer is responsible for filling out forms to ensure processing of your automatic payment switch to Northern Bank & Trust Company and closure of old bank account.

Member FDIC Equal Housing Lender