Congressional Bank

Switch to Congressional Bank

Want to switch to Congressional Bank? Switching is easy.

We understand that switching bank accounts can be a hassle; but at Congressional Bank we make it easy. Following the steps below will make the process straightforward and trouble-free. 

Business Banking Switch Kit

Get Started

Step 1: Open a checking account with one of our bankers. You can come to one of our branches, or if you prefer, we can come to you! Order and receive your new checks. Be sure to ask your banker about all of our cash management products:

  • Online Banking with Bill Pay
  • Remote Deposit Capture
  • Online Wire Access
  • Live Wire
  • Lockbox
  • Positive Pay
  • Night Deposit
  • ACH
  • Business Credit Card Debit Card
  • ATM Card
  • Mobile Banking

Step 2: Discontinue using your old account, but keep it open. It could take up to two statement cycles for your outstanding checks and items to clear. In the meantime, turn off any automatic bill pay, destroy any unused checks, deposit slips, ATM cards and check cards.

Step 3: Switch your Direct Deposits, Automatic Transactions, and Bill Pay.

  • Do you use a third party vendor for payroll? Contact your payroll vendor and notify them that you are switching the routing and account number from which they deduct payroll.
  • Do you pay bills through online bill pay? Using a copy of your bill or the information from your previous financial institutions online banking, set up your bills to pay online.
  • Do you have any recurring, automatic payments that were established using your check card? Simply contact your vendor and provide your new card number and expiration date.
  • Do you have any incoming or outgoing ACH transactions? Provide the attached forms to the vendor to inform them of your new routing and account number.

Step 4: Close your old account. Use our convenient form to authorize the closure of your old account. Verify that all your automatic transactions have been switched to your new account and any outstanding checks have cleared and have the remaining balance (if any) sent to you or to your new account at Congressional Bank.

For more information on switching for Business click here.

Personal Banking Switch Kit 

Get Started

Step 1: Open a checking account with one of our bankers. You can come to one of our branches, or if you prefer, we can come to you!

  • Order and receive your checks
  • Enroll in Online Banking with Bill Pay
  • Order and receive your ATM/ Debit Card
  • Download our Mobile Banking app from the Google Play or Apple App store

Step 2: Discontinue using your old account, but keep it open. It could take up to two statement cycles for your outstanding checks and items to clear. In the meantime, turn off any automatic bill pay, destroy any unused checks, deposit slips, ATM cards and check cards.

Step 3: Switch your Direct Deposits, Automatic Transactions, and Bill Pay.

  • Do you use receive a direct deposit from your employer? Contact your payroll administrator and provide them with the attached form in order to switch the account into which they deposit your pay.
  • Do you pay bills through online bill pay? Using a copy of your bill or the information from your previous financial institutions online banking, set up your bills to pay online.
  • Do you have any payments being made with your check card? Simply contact your vendor and provide your new card number and expiration date.
  • Do you have any incoming or outgoing automatic transactions? Provide the attached forms to the company to inform them of your new routing and account number.

Step 4: Close your old account. Use our convenient form to authorize the closure of your old account. Verify that all your automatic transactions have been switched to your new account and any outstanding checks have cleared and have the remaining balance (if any) sent to you or to your new account at Congressional Bank.

For more information on switching for Personal click here.


If you have any questions, please contact customer service: customerservice@congressionalbank.com
240-380-1235

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