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:
- Call or stop into your local Southwest National Bank branch.
- 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.
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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.
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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.
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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.
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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.
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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.
Digital Resources
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Financial Education
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