Switch to Lincoln Federal

So, you're ready to switch to Lincoln Federal Savings Bank! In order to make the process as seamless as possible, please use these forms to inform your previous institution you're ready to change.

Switch Banks Checklist

Remember: You will need to notify everyone with access to your account that you have moved to Lincoln Federal Savings Bank. Print this list and use it as a guideline; we encourage you to follow up with your contacts

    1. After changing to a LFSB checking account, make note of this basic information:

    2. Choose your Branch Location
    3. Stop using your previous checking account. However, leave enough funds in the old account to cover the outstanding checks and other payments scheduled that have not yet cleared the account.
    4. Redirect your payroll, retirement, social security or other direct deposits to your new LFSB account. Contact those companies directly. You can call Social Security directly from your LFSB branch.
    5. Contact anyone who charged your previous bank's check card and ask them to charge all future payments to your new LFSB check card.
    6. Destroy checks, ATM/check cards, and deposit slips from your old account.
    7. Close your account with your previous financial institution when all outstanding items have cleared.

Don't hesitate to call or visit your local LFSB Branch office should you need help with anything.

Direct Deposit Change Form


To whom it may concern:

Please be advised that I am closing the existing account to which you are authorized to make a deposit for:

This notice authorizes you to establish this direct deposit to my Lincoln Federal Savings Bank account as of:


New Account Information:
Lincoln Federal Savings Bank

Attached is a voided check for your reference.
If you have any questions regarding this request please contact me during the day or evening at: .


Thank you,

Print this form: Complete, sign and submit it to the appropriate business to change any existing direct deposits to your Lincoln Federal Savings Bank account. You can call the Social Security office from any LFSB branch location to change SSA/SSI deposits.

Automatic Payment Change Form


To whom it may concern:

Please be advised that I am closing the existing account from which you are authorized to withdraw automatic payments. This notice authorizes you to establish this automatic payment deduction from my Lincoln Federal Savings Bank account as of:


New Account Information:
Lincoln Federal Savings Bank

Attached is a voided check for your reference.
If you have any questions regarding this request please contact me during the day or evening at: .


Thank you,

Print this form: Complete, sign and submit it to the appropriate business to change any existing automatic payment to your Lincoln Federal Savings Bank account.

Account Closure Request Form


To whom it may concern:

Please be advised that I am closing the existing account from which you are authorized to withdraw automatic payments. This notice authorizes you to establish this automatic payment deduction from my Lincoln Federal Savings Bank account as of:


New Account Information:
Lincoln Federal Savings Bank

Attached is a voided check for your reference.
If you have any questions regarding this request please contact me during the day or evening at: .


Thank you,

Print this form: Complete, sign and submit it to the appropriate business to change any existing automatic payment to your Lincoln Federal Savings Bank account.