Tri bank form 2026

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  1. Click ‘Get Form’ to open the tri bank form in the editor.
  2. Begin by filling out your personal information at the top of the form, including your name, address, and contact details. This ensures that all communications are directed to you.
  3. For direct deposits, locate the Direct Deposit Change Request section. Enter your old bank's routing and account numbers, followed by your new Tri Counties Bank details. Attach a voided check if required.
  4. In the Automatic Withdrawal section, provide details of any automatic payments linked to your old account. Specify the payment amount and frequency to ensure a smooth transition.
  5. Finally, complete the Account Closing Request form by listing all accounts you wish to close at your previous bank. Ensure you sign and date the document before submission.

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