Switch to CLB&T
We'll make it easy! Here's what you need:
1. Open a Clear Lake Bank & Trust checking and/or savings account.
2. Review several months of your current account history.
Make a list of all automatic payments and direct deposits. Items to consider:
- Utilities
- Insurance
- Mortgage/rent
- Car loans
- Phone service
- Internet/cable
- Credit cards
- Health club
- Student loans
- Pay Pal
- Payroll/retirement
3. Switch your payments/deposits to your new Clear Lake Bank & Trust checking account or bring your monthly statements into a personal banker for assistance.
- You'll need your account number and our routing number (#073904036).
- Does your employer require a form to switch your direct deposit? Request one from a personal banker.
- Need a voided check? Contact a personal banker.
- Most companies require a specific form to request a change of payment information. To help, we've provided links/resources for commonly used services in our area.
- Not a fan of electronic payments? We'll set you up for our free online bill pay service. Ask a banker for details.
- Still missing something? Contact us for additional resources.
4. Once you verify all payments have been switched to your Clear Lake Bank & Trust checking account, close your old account by contacting your former financial institution or writing yourself a check for the remaining balance and deposit to your new Clear Lake Bank & Trust checking account.
5. Looking for additional financial resources?
Need accounts for the kids?
With accounts designed for every age, CLB&T has what you need to begin their financial future the right way. Kids and teens are able to enjoy financial education programs, games, activities, special event, and school spirit debit cards! Don't miss this opportunity to start them off right!
