Switch Kit

Save time and manage your accounts more easily by consolidating them at one bank. When you choose Level One Bank as your primary financial institution, you can expect the highest quality service every time you do business with us. Plus, as a valued customer, you may be eligible for relationship rewards, competitive offers and promotions.

Our Switch Kit offers a single source for all the forms required to transfer your personal and business accounts, including automatic deposits and payments to Level One. We've also included a checklist and step-by-step guide for your convenience.

Our Personal Bankers can assist you with all the paperwork for a smooth transition to save you time and effort. Please call toll free 888-880-5663 or 248-737-1108 / 248-737-1109 to speak to a Personal Banker for Switch Kit service.

Switching to Level One takes just 4 easy steps:

Step 1	Open your new Level One Bank account and print the Switch Kit checklist.
	Checklist (1 page pdf) - monitors and tracks account transfers in progress while keeping your personal information organized.
Step 2	Transfer or establish direct deposits and/or automatic payment deductions.
	Automatic Payment Deduction Form (pdf) - advises current payees to discontinue automatic payment deductions from your existing account and establish automatic payment deductions from your new Level One account.
	Direct Deposit Sign-Up Form (pdf) - authorizes the transfer of your payroll check direct deposit or other income from your current financial institution to your new Level One checking or savings account, or authorizes direct deposit of government checks (i.e. Social Security).
	Credit Payoff Form (pdf) - notifies and authorizes your current creditors to use the enclosed funds to payoff credit card, loan or line of credit balances and close your account(s).
Step 3	Close your existing account
	Account Closure Request Form   (1 page pdf) -  provides notice and authorization to your current financial institution to close your account(s) and issue a check for the remaining balance(s).
Step 4	Transfer other accounts
	Contact your local branch or call 1-888-880-5663 for information about transferring retirement and other accounts to Level One.