Switch Kit

Southwest National Bank wants to make the transition as simple as possible. With our simple switch kit, you will feel comfortable knowing everything has been taken care of. Our forms assure no steps are forgotten, including direct deposits and automatic payments. 

If you have any questions or concerns during this process, please do not hesitate to contact us:

  1. Call or stop into your local Southwest National Bank branch
  2. Call us at 1-800-747-5303 to speak to one of our friendly banking specialists. 

To download the entire Switch Kit guide click here. Or access each form individually in the area below. 

Please note: Southwest National Bank cannot guarantee that these forms will be accepted in every instance. Your previous financial institution and/or your service partners may require you to make any of these requests in person or another method than mail. They may also require more or different information than is contained on the forms provided. 

  • Open a new account

    Looking for a checking account with rewards? Don't worry, we have two to choose from! Whether you want to Earn Cash Back or Earn Interest, we have you covered.

    Either open online by clicking the account of your choice below or visit a local branch and we can help you in person. 

    Cash Back                     Earn Interest

  • Review old account

    Review your old account and organize your transactions that will be switched to your new Southwest National Bank account. This is made simple with the use of our Transaction Checklist. 

    Simply review your account history and fill in the log listing your direct deposits and automatic payments. This will help make sure everything has been updated. 

    Open the Transaction Checklist here!

  • Transfer direct deposits

    You'll need to contact your employer and any other sources of your direct deposits so your funds can be automatically deposited to your Southwest National Bank account. To make that easier for you, we've created a form for you complete and give to them to facilitate the change. 

    To update Social Security or other federal benefit payments, contact them at 800-772-1213. 

    Open the Direct Deposit Authorization form here!

  • Transfer automatic payments

    You'll also need to contact any company debiting your account with your new account information. To help with that, we've created a form for you complete and give to them to facilitate the change. 

    Open the automatic payment Authorization form here!

  • Close old account

    Once all your direct deposits and automatic debits listed on your Transaction Checklist have posted to your new account, it's time to close your old account. Use our Account Closing Letter (link below) to request your previous financial institution close your account(s) and give directions on how to disburse any of your remaining funds. 

    Access the Account Closing Letter here!

Personal Debit Card

Debit Cards

Shop the way you want with a debit card from Southwest National Bank!

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Digital Resources

Digital Resources

Manage your finances 24/7 with Southwest National Bank's Digital Resources!

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Financial Education Card

Financial Education

Learn more about money and banking for a more secure and prosperous future. 

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