Switch Kit

Step 2: Transfer or establish direct deposits and/or automatic payment deductions

Automatic Payment Deduction Form - advises current payees to discontinue automatic payment deductions from your existing account and establish automatic payment deductions from your new Level One account.

Direct Deposit Sign-Up Form - authorizes the transfer of your payroll check or other income from your current financial institution to your new Level One checking or savings account, or authorizes direct deposit of government checks (i.e. Social Security)

Step 3: Close your existing account

Account Closure Request Form - provides notice and authorization to your current financial institution to close your account(s) and issue a check for the remaining balance(s). Do not submit this form until all outstanding transactions have cleared.

Step 4: Transfer other accounts

Contact your local branch or call 888-880-5663 or 248-737-0300 for information about transferring retirement and other accounts to Level One.