Switch to The Bank of Castile

Tompkins Bank of Castile 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.

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Instructions 
Easy step-by-step instructions to help you make the switch.

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Conversion Checklist
Use this checklist to manage your switch and help determine which of the forms below you need to use.

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Existing Account Closing Form 
Use this form to notify your current bank to have them transfer your account balances to your new Tompkins Bank of Castile account.

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Direct Deposit Authorization Form
Use this form to notify companies (employers, Social Security, government agencies) to switch your direct deposit to Tompkins Bank of Castile

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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 Tompkins Bank of Castile

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Account Balance Worksheet
Use this form to balance your old check register and determine what is available for transfer to your new Tompkins Bank of Castile account.

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Federal Benefits Payments
Use this form to notify the government to direct deposit social security, veteran's benefits, etc. to your new Tompkins Bank of Castile account.

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All forms in one easy PDF
Instructions, checklist and all of the above forms in one easy PDF document.

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To view and print these PDF documents, you must have Acrobat Reader installed on your computer. You can get Acrobat for free here.