Bank Switch Kit
Changing banks is a big decision and can be a real challenge. That's why we've put together a Switch Kit to give you a step-by-step guide to ensure a smooth transition. This kit includes all of the forms you'll need to switch your accounts, your automatic transfers and payments, and more.
Just follow these easy steps and allow us to help you find your way to better banking!
Step 1: Open Your New Account at Western National Bank
Open an account online here or visit your nearest Western National Bank location to open up an account that best fits your needs. After opening your account, make the most of our convenient ways to manage your account by enrolling for Online Banking and downloading our app.
Step 2: Stop Actively Using Your Old Account
While you'll want to keep this account open until all direct deposit and automatic withdrawals have been successfully switched to your new account, you'll want to stop using your old account for daily activity.
Step 3: Transfer Direct Deposits & Automatic Payments
This is one of the most important aspects of making a smooth switch. It's a good idea to have a few recent bank statements available to review the automatic transactions you need to move. We have also provided a checklist below that will help you put together a list of all the automatic payments you may have associated with your old account.
To change any automatic deposits that are being made to your account (including payroll), complete our Direct Deposit Authorization Form.
Then you can start reviewing your current automatic payments you may have set up and change your account information to your new Western National Bank account information. Many companies have customer service numbers and allow you to provide your new account information by telephone or have the ability to enter your new information online through their website. Use our Automatic Payment Checklist Form for an simple way to keep track.
Step 4: Close Your Old Bank Account
Once you are certain that all outstanding checks have cleared and all automatic payments and direct deposits are successfully being deducted from or credited to your new Western National Bank account, it's time to close your old account with your previous bank.
DOWNLOADABLE FORMS:
Western National Bank Switch Kit Checklist
