There's Big Change Coming...

STARTING NOW
❏ Download or print statements and check images that may be needed for 2022 tax purposes.
❏ Make note of any online banking recurring transfers (including loan payments) that you have established
(these will need to be re-established on or after February 6).
❏ Within Bill Pay, make sure all payee information is correct and complete, and delete any outdated payees.
❏ Schedule any payments by January 26 before 5:00 PM. Any payments scheduled February 3 – February 5
will not be processed until February 6; please plan accordingly to avoid late penalties.
❏ Make a note of all bill payments scheduled after February 2. We anticipate these to transfer over without
issue but encourage you to confirm once the new system is live.
❏ Business Bill Pay clients: Print off payee information and history if needed. You will need to establish the
payee information on February 6.
❏ Businesses, make note of user and cash management settings for verification in the new system.

MONDAY, FEBRUARY 6
❏ New digital banking will be available by 8:00 AM. Consumer clients refer to page 2. Commercial clients refer
to page 6.
❏ Reaccept e-sign Terms and Conditions and re-enroll in e-statements.
❏ Agree to mobile deposit Terms and Conditions.
❏ Download new mobile app. See instructions on page 7.
❏ Set up online banking recurring internal transfers/loan payments within online banking. Recurring transfers
we set up at the bank will continue.
❏ Confirm Bill Pay recurring and future-dated payments have been transferred correctly.
❏ Set up account nicknames, custom alerts, and any other settings you prefer. Some account alerts will not
transfer to the new system.
❏ Commercial administrators can log in to the platform for the first time and verify sub-users, cash management
settings, and ACH template information.