Switch Kit
We know that moving your finances can feel like a daunting task. That’s why we’ve designed a streamlined process to help you transition to Georgia First Bank as quickly and easily as possible. By following these simple steps and using our provided worksheets, you can ensure a smooth move to the superior local service you deserve.
To open your account quickly, please download and fill out the appropriate information worksheet below. You can bring it with you to your local branch or submit it to us through our secure portal ahead of your visit to get the process started immediately.
Step 1: Prepare Your Information
Choose the worksheet that fits your needs—either the Customer Information Worksheet for personal accounts or the Business Information Worksheet for your company. Completing these ahead of time allows our team to prepare your paperwork before you even walk through the door.
Step 2: Visit a Branch to Open Your Account
Bring your completed worksheet and a valid ID to any Georgia First Bank location. Our team will finalize your new account details so you can start banking with us right away.
Step 3: Verify Your New Account Details
Once your new account is active, use our Account Verification Letter to provide official proof of your new account details to any employers or billing companies. This helps you seamlessly transition your direct deposits and automatic payments.
Step 4: Close Your Old Account
Once you are certain all your outstanding checks and automatic payments have cleared your old bank, it’s time to move on. Use our Bank Account Closing Letter to formally notify your previous financial institution to close your accounts and send any remaining balance to your new home at Georgia First Bank.
If you have questions at any point during your transition, please stop by a local branch or contact us. We are happy to help you complete the switch and welcome you to the Georgia First Bank community.