At CapitalSouth, it’s our goal to Be The Best in everything we do for every client. Which is why we’ve designed this Switch Kit—to make it as easy as possible for you to move your checking account(s) from your old bank. Just follow our step-by-step instructions and easy-to-complete forms—and you’re almost done!

STEP 1
Open your CapitalSouth Bank account(s). We offer any number of checking options, so we’re sure to have accounts that fit you just right. Just stop by your local branch, and let’s get started!

STEP 2
Stop using your old checking account(s)—so the checks you’ve already written can clear. This should take about two weeks.

STEP 3
Use the simple forms we’ve prepared to:

• Move your Direct Deposit with your employer, the Social Security Administration, or your retirement plan.
• Change your automatic payments—including those that use your debit card number and those that take online payments.
• Close your old account.

If you prefer using printed forms, we can mail them to you—or you can ask for them at any of our branch offices. If you prefer using your computer, you can complete those forms at www.capitalsouthbank.com/switch.

STEP 4
Send the completed forms to your current bank(s).

STEP 5
Now, start enjoying your banking relationship for a change! We genuinely appreciate your choosing CapitalSouth-and look forward to Being The Best we can for you.

If you have questions—or need assistance—with any part of the process, don’t hesitate to call your account representative.

To get started, please choose the correct link below. There are sample forms available for you to view on each page if you like.