Forms and Letters
Account Closing Letter - Notify your old bank of the accounts you are closing and give direction for disbursement of any remaining funds.
Automatic Payment Transfer Letter - Send this letter to each of your vendors to transfer any automatic payments from your old account to your new Principal Bank account.
Automatic Payment Cancellation Letter - Use this letter to send to each of your vendors to cancel any automatic payments from your old account.
Automatic Payment Authorization Form - Use this form to send to your vendors to sign up for automatic payments from your new Principal Bank account.
Direct Deposit Change Request - Use this form to change your direct deposit from your old account(s) to your new Principal Bank account(s).
Direct Deposit Application - Use this form to sign up for first time direct deposit of your payroll into your Principal Bank checking account.
