Five
Easy Steps
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Open
a Meridian Bank Texas account |
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To
get started, all you need to do is visit us to open an account.
Please bring in your valid driver's license and an opening deposit
of $100.00 or more. You will receive starter checks when you open
your account. Use the Step 1 Individual Information Sheet to provide
us with everything we need to open your account. |
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Start
using your Meridian Bank Texas account
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Start
making deposits, initiating payments and using your debit card
on your Meridian Bank Texas account. You should keep your old account
open until Step 5, but you should stop writing checks on your old
account. Remember to leave adequate funds in your old account to
cover any outstanding checks or automatic payments. Please refer
to the Step 2 New Account Information Sheet for more information
on using your new account. |
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Change
all direct deposits
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Complete
the provided Step 3 Direct Deposit Request Form (make copies if
necessary) and forward it to each payor to let them know you have
changed banks. Some payors may require that you include a deposit
slip or a voided check from your new Meridian Bank Texas account.
Note: Some payors may require you to fill out a form that they
provide. |
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Change
all of your automatic payments and transfer online payees
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Send
the Step 4 Automatic Payments/Transfer Form (make copies if necessary)
to companies with which you have established an automatic payment
for your bills and obligations. Include those payments that may
use your old debit card number, as well as any payments you make
less often than monthly. Please check with the billing companies
to make sure they will accept our form. A simple phone call to
them may do the trick. We have included in this kit a Payments
and Deposits Checklist to help you organize your automatic payments
and direct deposits.
Sign up for Meridian Bank Texas' personal online banking and set
up your payees in our online bill pay system. If you are currently
using another online bill pay service, just log in and select the
option to view your payees. Print the details and add these payees
to our bill pay service. Note: A bank statement from your previous
bank may be helpful for use as a cross-reference. |
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Close
your old account |
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Once
your old account checks have cleared and you have changed your
automatic payments and direct deposits to your new Meridian Bank
Texas account, you will then contact your former bank for instructions
on closing your old account. If acceptable, you can use our Step
5 Account Closure Form to notify your former bank. Remember to
follow up with your old bank to make sure your account is closed.
Don't forget to destroy all old account checks, deposit slips and
ATM/debit cards! We'll even do it for you, just bring those items
into our office.
Make it happen today! Call (817) 334-4600 with questions or for more
information. |
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