NMB > Switch Kits > New Account Checklist

New Account Checklist

New Account Checklist

 To close an account and transfer any remaining funds, you will need:

• Old account number/recent bank statement
• New account number (checking, savings or IRA) provided by
  New Millennium Bank
• New Millennium Bank Routing # 021213371
• Account Closing/Transfer Request Form
• Remember to make sure all checks have cleared on your old account

 To change your payroll or direct deposit, you will need:

• Old account number/recent bank statement
• New account number (checking, savings or IRA) provided by
  New Millennium Bank
• New Millennium Bank Routing # 021213371
• Direct Deposit request form - provided by New Millennium Bank
  

To enroll for direct deposit for your Social Security, Supplemental Security Income (SSI) or other federal benefits. You must have either a checking or savings account:

There are 3 ways to enroll.

1. ONLINE
Sign up via our secure system
      Visit http://www.ssa.gov/deposit/howtosign.htm

2. BY PHONE
Call the Go Direct helpline - Mon - Fri 8 am to 8 pm EST (excluding federal holidays):

     1.800.333.1795 (English)
     1.800.333.1792 (Spanish)
     Signing up is easy and only takes a few minutes

3. BY MAIL U.S. Citizen
Download and print an enrollment form.


To change your Social Security Direct Deposit, you will need:

• New account number (checking, savings or IRA) provided by
  New Millennium Bank
• New Millennium Bank Routing # 021213371
• Visit http://www.ssa.gov/deposit/howtosign.htm to change your deposit online or print out the Government's Standard Form 1199A - also available from New Millennium Bank
  
  • Form 1199A
• Call Social Security direct at 1.800.333.1795 (English)
• Call Social Security direct at 1.800.333.1792 (Spanish)

To change an automatic payment or withdrawal, you will need:

• Recent statement from vendor
• New account number (checking, savings, IRA) - provided by
  New Millennium Bank
• New Millennium Bank Routing # 021213371
• Automatic Payment/Withdrawal Transfer Request

To discuss transferring an existing loan, you will need:

• Recent loan statement with loan account number and balance remaining