Switch To Partners 1st!
At Partners 1st we believe becoming a member should be simple. We have created simple steps to help you make the switch from your existing financial institution to Partners 1st. If you have any questions please contact us. Some of the forms below use Adobe Reader. Download Adobe Acrobat Reader if needed.
Step 1: Open an account
When you become a member of Partners 1st you'll receive all of our great member benefits. In addition to our numerous office locations and over 25,000 ATM locations nationwide, we offer free online banking, low loan rates, and competitive investments.
To get started now, you can fill out our membership application
Before you move on to Step 2, you'll need a Partners 1st account number.
Step 2: Change your automatic withdrawals and deposits
The Automatic Debit Request form should be delivered to companies with which you have payments established.
The Direct Deposit/Payroll Deduction form should be delivered to your employer to initiate direct deposit into your Partners 1st accounts.
Some examples of companies you should contact include; any company where you have direct deposit for payroll or Social Security, mortgage companies, insurance, utilities, telephone, and cable/satellite television providers.
Step 3: Close your accounts
After you have completed Steps 1 & 2 wait for all our outstanding transactions to clear from your previous account. This may include; checks that need to clear, debit card transactions, and automatic transactions. After you have confirmed that there are no more transactions on these old accounts you can close them. We have provided an Official Notice To Close form that can be completed and delivered to the institutions where you are closing accounts.