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Switch Your Accounts to Level One Bank

Save time and manage your accounts more easily by consolidating them at one bank. When you choose Level One as your primary bank, you can expect the highest quality service every time you do business with us. Plus, as a valued customer, you may be eligible for relationship rewards, competitive offers and promotions.

Our Switch Kit offers a single source for all the forms required to transfer your personal and business accounts, including automatic deposits and payments to Level One. We've also included a checklist and step-by-step guide for your convenience.

Our Personal Bankers can assist you with all the paperwork for a smooth transition to save you time and effort. Please call 888-880-5663 or 248-737-0300 to speak to with a representative for Switch Kit service.

Switch to Level One in 4 easy steps

Step 1: Open your new Level One Bank account and print the Switch Kit checklist

Checklist - monitors and tracks account transfers in progress while keeping your personal information organized.


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.


Thank you for visiting https://www.levelonebank.com/Resources/Tools/Switch-Kit
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