What you need to get started:
For security purposes, we do not allow you to save the application process in the middle, so please make sure you have all of your information up front. If you need to gather your information and return to the online Switch Kit, use the Pre-Transfer Worksheet.
Step 1 – Your new FirstBank Southwest account information
Start by adding your FirstBank Southwest information. If you don’t have an account with FirstBank Southwest you will need to open one before switching.
Step 2 – Your previous account information
Your previous financial institution information is needed for you to close your old accounts.
Step 3 – List automated debits (ACH) and/or Direct Deposits
Gather all information on companies that make electronic withdrawals from your account or Direct Deposits to your account. This includes automatic debits (ACH) or automatic charges to your debit and/or credit cards. Common uses of automatic debits include rent/mortgage, utilities, phone and cable bills. Direct Deposits include payroll, taxes, retirement and pension plan accounts, or expense reimbursements. Social Security customers need to call the Social Security Administration at 800-772-1213 or go to www.ssa.gov. If you have Direct Deposits through the military, visit myPay.
Electronic Payments (Online BillPay)
If you use an online BillPay service at your previous financial institution, be sure to cancel each payee and add them to your FirstBank Southwest online BillPay service. If you have not yet signed up for Online BillPay talk to a Personal Banker at any of our locations.
