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Congratulations on opening your new checking account. We hope our service will make the process of
switching as easy and stress-free as possible. Follow the steps in this SwitchKit. Make note of when each task
was completed on our website and also indicate when you confirm that each item was switched to your new
checking account. When you're finished, use the attached Close Account Form to close your old checking
account.
Step 1: Record Old and New Bank Routing Numbers and Checking Account Numbers
In order to switch Direct Deposits and Automatic Payments, you'll need to inform each biller or depositor
of your new Bank Routing Number and Checking Account Number. Write this information down here for
convenient reference:
Log-in to the online billpay website for your old checking account and cancel any future online bill payments
that have been scheduled for the following payees:
After you've informed depositors of your new routing and checking account numbers, make sure your funds
are being deposited into your new checking account.
Use a copy of your most current bills to re-establish these payees in your new online billpay service:
Fill out the attached Close Bank Account form at the end of this document and mail or hand-deliver it to your
old bank.
I/we have changed bank accounts. Please update your records with the following information. If this form is not
sufficient to complete this request or if you have any questions, please contact me at the phone number below.
Full Name(s) on Account
Address
Daytime Telephone ( )
Depositor Name
Address 1
Address 2
Employee ID or Account #
Bank Name
Bank Account #
I authorize the Employer/Depositor indicated above to change payments instructions as indicated. These
instructions shall remain in effect until I provide new written notice.
Signature Date
This form authorizes Chubb Group of Insurance Companies to make electronic payment withdrawals from your checking, money market
or savings account. The Policyholder’s bank or depository institution will need to be a member of the Automated Clearing House
(ACH) Network in order to utilize AutoPay transactions. Brokerage Accounts cannot be used.
Please submit this completed AutoPay Authorization Form, an original voided check, and payment for any current premium installment
to Chubb for processing. You will receive a letter from Chubb once the AutoPay authorization has been activated.
Mail to: Chubb & Son, 202 Hall’s Mill Road, Whitehouse Station, NJ 08889, Attn: AutoPay Department
Policyholder Name(s):
Email Address:
st th
Deduct the minimum amount due on the due date of the bill or Select a Deduction date (1 – 28 only) to pay the minimum
amount due on the due date of the bill
Deduct the full amount due on the due date of the bill
Please note that all applicable billing charges and fees will apply as stated on each billing invoice. If you have selected a particular
date each month to deduct payment, actual funds may be drawn on the day selected or within a few days after to keep the billing cycle
current.
Bank Account Type: (Please Circle One): Personal Savings, Personal Checking, Commercial Checking, Money Market
*Form must be completed in its entirety. An incomplete form could result in a delay in processing your request.
I/we have changed banks and request that you close my/our deposit account(s). Please send a
check for the balance in my account to the address you have on record. If you have any questions, please
contact me at the number listed below.
Address
Daytime Telephone ( )
Bank Name
Address 1
Address 2
Checking Account #
Savings Account #
Other Account #
Signature Date