3 Financial Tips for Snowbirds

eNews-Snowbird

Coordinating your winter travel plans can be chaotic. In the midst of preparing for your trip, keep in mind these three tips to ensure smooth sailing while you’re somewhere warm.

1. Communicate your change of address.

There are several businesses that should be aware of your change of address for the winter season, including Merchants Bank. To ensure you continue to receive important financial, medical or family information or to discontinue specific subscription services, you should contact the following regarding your address change:

  • Your bank
  • The Post Office
  • Your local newspaper (if you have it delivered)
  • Other delivery services

To alert Merchants Bank of your address change, stop in or call your local branch (link to contact us page) to let us know of the change. Please include dates of departure and return as well as the names of other account holders living at your address.

2. Know how to access your bank account information.

Managing your money across a few states or a country is critical to helping you feel at ease during your trip. Make sure you are comfortable with getting information about your accounts and managing your money through one of the following free options:

Or, if you prefer assistance enrolling in any of the listed services, simply contact our Electronic Banking department at 866-496-0522.

3. Be diligent in protecting your identity.

In the course of your travels, there are a number of circumstances that could impact the chance of identity theft. You could lose track of a card, leave financial statements in the mailbox, or post publically on a social media site that you’re out of town, which lets criminals know that your house is empty. Review our security tips to ensure that your personal information is safe.

Click here to view our Snowbird Kit.

Snowbirds, Are You Going Away for the Winter?

SnowbirdENIf you’re going away for the winter, please let us know so that we can be sure to send your important information from Merchants Bank.

You can change your address in one of two ways. You can come in and see one of our Customer Service Representatives. They can set up the change and set up a time for the address to automatically convert when you return.

The other way to change your address is through Online Banking. Go to “Other Services” and then “Change of Address.” If you change your address this way, you need to remember to change it back when you return.

You’ll also want to let your other important contacts know where you’re going to be, so they can be in touch. We have “Snowbird Kit” information available for download on our website under “How Can We Help You?”.

Don’t forget to change your address when you travel south for the winter so you can enjoy your time away knowing that Merchants Bank will be able to send you the information you need.