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Forward Bank

Switch Kit

Move Forward with a better banking experience!

1.) Open New Account

If you don't already have an account at Forward Bank, open your new account online or visit one of our convenient locations to talk with a banker. Make sure to have a form of ID, like your Driver's License, on hand.

Browse our checking account options and choose the best one for you.

2.) Direct Deposits & Automated Transfers

Transfer direct deposits and automated transfers to your new Forward Bank account. Send a Direct Deposit Form (available in our Switch Kit) to your employer and other sources, so funds can be automatically deposited in your account. If you have Direct Deposit going elsewhere, you can also use this form to switch them to your new account. 

Complete an Automatic Payment Cancellation Letter (available in our Switch Kit) and send it to each of your creditors to switch any automatic payments (utility payments, loan payments, health club memberships, etc.) so they'll come out of your new account with us. 

3.) Close Old Accounts

Now it’s time to take your final step and close that account! Use our Account Closing Letter (available in our Switch Kit) to notify your other bank to close your account and give directions for the disbursement of any remaining funds. Make sure all of your checks and debits have cleared BEFORE you close your old account.

Download, print and follow the simple instructions in our Switch Kit to quickly and easily transfer your account(s) to Forward Bank. To view the file, you will need Adobe Reader. Most computers already have it installed.