Forms & Downloads

At State Farm Bank®, our goal is to make sure it’s easy for you to get the most out of your banking experience. The following library contains various forms and reference documents that will help you bank the way you want to. Whether you’re learning to balance your checkbook or looking for a particular disclosure document, State Farm Bank is here to help.

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Automatic Payment Plan Form (PDF 351 KB)  
The Automatic Payment Plan utilizes a national banking system designed to make bill payment and record-keeping easier and more efficient. It is an optional and convenient way to pay your loan payment.

Request For Transfer Of Automatic Payments Form (PDF 80 KB)  
If you’ve recently switched banks, but use the convenient feature of automatic payments, you can easily notify the company of your new account information by filling out this simple form.

State Farm Bank Authorization Agreement For Direct Deposit (PDF 157 KB)  
Are you interested in the convenience of direct deposit? All you need to do is print and complete this form and provide it to your employer (or other fund originator).

How To Balance Your Checkbook In 10 Easy Steps! (PDF 1243 KB)  
Whether you’re learning how to balance your checkbook, or would just like to find a simpler approach to this periodic task, State Farm Bank has an easy 10-step resource for you.

Closing Request Form (PDF 65 KB)  
Want to move your money from another institution over to State Farm Bank? It’s easy with this closing request form. Simply print and mail this completed form to the bank that holds the account you wish to close.

Home Comparison Chart (PDF 130 KB)  
After looking at several properties, you may not recall the features associated with a particular house. Use this scorecard to list the features of houses you’ve viewed. This will help when it comes time to narrow your choices.

Instructions For Completing The ID Theft Affidavit (PDF 47 KB)  
If you’re the victim of identity theft, you need to make certain that you don’t become responsible for the debts incurred by the identity thief. To do this, you’ll need to provide proof that you didn’t create the debt to each of the companies where accounts where opened or used in your name. Check out this document for all of the details and instructions.

Home Equity Application Disclosure (PDF 1514 KB)  
This disclosure document contains all of the details about our home equity products. Please note that this disclosure is applicable to all states EXCEPT Massachusetts, South Carolina, and Texas.

Home Equity Application Disclosure (PDF 1565 KB)  
This disclosure document contains all of the details about our home equity products. Please note that this disclosure is applicable to Massachusetts and South Carolina only.

Home Equity Application Disclosure (PDF 1377 KB)  
This disclosure document contains all of the details about our home equity products. Please note that this disclosure is applicable to Texas only.