Insurance Services
Banco, LLC represents several companies for multi-lines of insurance products. Fully licensed insurance specialists are prepared to discuss and analyze your insurance
needs as well as provide you with competitive quotes on products and services to meet those needs. For further information you may visit their
webiste by clicking
here or by contacting a representative at one of our locations:
Banco, LLC
207 West Main Street
Whitewater, Wisconsin 53190
Phone: (262) 473-7334
Fax: (262) 473-5769
Kaufman Agency
125 West Main Street
Palmyra, Wisconsin 53156
Phone: (262) 495-2118
Fax: (262) 495-2119
Switching to Palmyra State Bank
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Getting Started...
Switching your financial relationship to Palmyra State Bank is quick and easy with these few steps that follow. Thank you for considering Palmyra State Bank for your deposit account needs.
If you need any help throughout the process, please feel free to
contact us at our office.
You will have to visit one of our offices to set up your new account, however, by completing this form, printing it out and bringing it with you, it will save you some valuable time in the account opening process.
You may also wish to review the accounts we have to offer including both
checking and
savings.
The account owner information form is available, by
clicking here.
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Switching to Palmyra State Bank
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Put Your Old Accounts To Rest...
It is important to remember a few key points when preparing to close your old accounts:
- Consider any outstanding checks or withdrawals you have pending, make sure you have sufficient funds to cover these transactions to avoid any bank charges.
- Check that there are sufficient funds to cover any automatic withdrawals or payments that may be occurring during the transition.
- If you aren't going to be using your old account and have no need for the checks, be sure to destroy them safely to prevent theft.
- Make sure you save your statements and cancelled checks if you have them - you may need them for future reference.
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Switching to Palmyra State Bank
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Change Direct Deposits and Automatic Payments...
If your employer or other sources of income direct deposit funds to your account, you will want to contact and inform them that you would like your funds deposited into your new Palmyra State Bank
account. The form available below can be used to notify those people of your required changes. You can fill it out and then print it as many times as you need for each deposit source.
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Direct Deposit Change Form
If you currently use an existing account for automatic withdrawal of payments, you will have to notify each source of the changes. You will need to inform them that you now wish to have those withdrawals
made from your Palmyra State Bank account. The form available below can be used to notify those people of your required changes. You can fill it out and then print it as many times as you need.
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Automatic Payment Change Form
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Switching to Palmyra State Bank
Closing Your Old Bank Accounts...
When you are certain that all transactions have both cleared your old bank account and have all been set up for your new account with Palmyra State Bank, you can close your old accounts. You can
use the letter template provided below to notify your old bank of your desire to close your accounts. If you need any assistance, please feel free to
contact us for any help you may need.
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Closing Account Letter Template
