Forms Library

Looking for an application, form or document? We've got you covered. Everything you should need is organized in the categories below.

If there is something you need and are unable to locate it on this page, please stop and ask for it the next time you visit us or feel free to

give us a call at (315) 788-7100.

Loan Documentation Checklists

Mortgage Loan Checklist

HELOAN Checklist

HELOC Checklist

Personal / Consumer Loan Checklist

Commercial Loan Checklist

Personal Financial Statement (Commercial)

ATM & Debit Card Forms

ATM & Debit Card Application

WSB "Switch Simple" Switch Kit

Our switch kit can help make your transition to Watertown Savings Bank more streamlined with the following steps.

Open a new deposit account with WSB.

Visit any of our branch office locations.

Set yourself up with Direct Deposit.

Have your entire check or just a portion of it deposited directly into your new WSB account. Use our Direct Deposit forms listed below.

Redirect any auto deposits or withdrawals.

Be sure to have any pre-existing direct deposits or automatic withdrawals redirected to your new WSB acccount.

Close your old account with the other institution.

Make sure all outstanding checks have cleared your old account before you close it.

Download our Switch Simple Switch Kit

A LIST OF INDIVIDUAL FORMS YOU MAY NEED

Direct Deposit Form

Account Closing Form

Automatic Withdrawal Authorization Change Form

Change of Merchant Credit Card Processing Form

NYS State & Local Retirement Form

NYS Teachers Retirement Form

WSB Locations & Hours

Direct Deposit Forms

Direct Deposit Authorization Form
NYS Local & Retirement Direct Deposit Form
NYS Teachers Retirement Direct Deposit Form

Federal Benefits Direct Deposit Form - Please Read

The Social Security Administration discontinued their acceptance of the standard from in 2015. If you would like to set up direct deposit for your Federal benefits, you can do any of the following:

GIVE THEM A CALL - Call 1-800-772-1213. Representatives are available from 7am-7pm Monday through Friday.

GO ONLINE - Create an account on their secure website and sign up for direct deposit at https://www.ssa.gov/myaccount/

VISIT THEIR OFFICE - Located at 156 S Bellew Ave, Watertown, NY 13601

Customer Service Forms

Forms Library

ATM & Debit Card Application

A LIST OF INDIVIDUAL FORMS YOU MAY NEED

Direct Deposit Authorization Form
NYS Local & Retirement Direct Deposit Form
NYS Teachers Retirement Direct Deposit Form

Change of Address Form

Travel Notification Form

eDisclosure Agreement

Sweep Protection Agreement Form

Domestic Wire Transfer Form
International Wire Transfer Form
WSB Municipal Bank Wire Transfer Form

Forms Library

ATM & Debit Card Application

A LIST OF INDIVIDUAL FORMS YOU MAY NEED

Direct Deposit Authorization Form NYS Local & Retirement Direct Deposit Form NYS Teachers Retirement Direct Deposit Form

Change of Address Form

Travel Notification Form

eDisclosure Agreement

Sweep Protection Agreement Form

Domestic Wire Transfer FormInternational Wire Transfer FormWSB Municipal Bank Wire Transfer Form

Direct Deposit Authorization Form
NYS Local & Retirement Direct Deposit Form
NYS Teachers Retirement Direct Deposit Form

Domestic Wire Transfer Form
International Wire Transfer Form
WSB Municipal Bank Wire Transfer Form