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Personal Banking Help & FAQs

Products

Certificate of Deposits (CDs) CD Ladders Raise Your Rate CD No Penalty CD

Savings and Money Market Accounts Spending Accounts Accounts for Trust Individual Retirement Accounts (IRAs)

IRA High Yield CD IRA Raise Your Rate CD IRA Savings

Account management

Opening An Account Account Login Account Information Beneficiaries Alerts and Notifications

Deposits Direct Deposit Early Direct Deposits Transfers ATMs and Withdrawals

Debit Cards and Checks Overdrafts and CoverDraft℠ Bill Pay Zelle® Tax Documents

Apps and tools

Mobile Web and App Webroot® SecureAnywhere™

Forms

Manage your account online, or download the appropriate form for what you’d like to update. All downloadable files are PDFs and less than 2MB.

General

Additional Account Owner Application Domestic Wire Transfers Complete Online Name Change Power of Attorney Information Sheet

Checking, Savings, Money Market and CDs

Account Application Complete Online Direct Deposit Beneficiary Election Form Complete Online

Trusts and Estates

Trust Account Application Complete Online Trust Conversion Request Trust/Trustee Maintenance Request Custodial Account Application Complete Online

All IRA Plans

Change of Beneficiary Complete Online IRA Transfer Authorization Contributions Complete Online IRA State Withholding Recharacterization of Contribution

Traditional & SEP IRA Plans

Application to Participate Complete Online Direct Rollover Request IRA Request for Distribution - Traditional/SEP Complete Online Rollover Election Transfer Request Inherited IRA Application to Participate - Traditional

Roth IRA Plans

Application to Participate Complete Online Conversion Request Direct Rollover Conversion IRA Request for Distribution - Roth Complete Online Rollover Election Transfer Request Inherited IRA Application to Participate - Roth Back to All Help Topics

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