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Forward Bank
Switch Kit
We know it can be tough to switch financial institutions, so when you decide to move to Forward Bank we want the process to be simple and easy.
Our online Switch Kit makes it easy to instantly and automatically switch your automatic payments, direct deposits, and even close out your old account.
Switch to Forward in as little as 10 minutes
- Transfer all accounts within single platform
- Change direct deposit and automated payments
- Initiate closure of accounts
- Receive real-time switch notifications
How It Works
ClickSWITCH is an online switch portal which offers an easy way to fill out your information and provides an electronic process for contacting your payees. Do it yourself from the comfort of your home, or stop by any location and we’ll do it for you. Best of all, it’s free!
To get started:
- Visit a location near you or call to get your personal SwitchTRACK code.
- Use your code to login into ClickSWITCH.
- Gather the information for your existing automated payments and direct deposits to be switched to your Forward Bank account.
- Easily transfer automatic payments, direct deposits, and close old account.
- Submit each switch and ClickSWITCH takes care of the rest by generating and sending forms to old financial institution and direct deposit sources.
ClickSWITCH | How it Works
Frequently Asked Questions
Once a company receives the form, automatic payment and direct deposit switches typically take 5-15 business days. Since the timeframe depends on the company receiving the switch request, it’s always a good idea to review your switch status page for the most current information regarding each switch and to continue monitoring your accounts.
Timing for each switch can vary depending on the type of payment or deposit, the biller or depositor and the method needed to switch the payment or deposit.
We display the status for each automatic payment or direct deposit in the Status column. If a switch shows as “Completed” there’s no need to contact the biller or depositor. For switches that are marked as “Mailed” for more than 15 business days, you may want to contact the biller or depositor to confirm the status and see if the company needs additional information.
The easiest way to check the status of a switch is to look at the “Status” column of your ClickSWITCH account. Switches that have been completed and confirmed by your biller or depositor will display a “Completed” status. Switches that are still in process will display a “Mailed” status.
For switches that have a mailed status for 15 days or more, we recommend contacting the company to confirm the switch is completed or check your account.
You can easily submit additional switches any time! Simply log in to your ClickSWITCH account and click the correct tab in your Dashboard.
Since bill payments are not automatically recurring, you’re not able to use ClickSWITCH for them. You will see a list of your bill payments in the automatic payment tab when you’re logged in to Switch Assist and can download this list to use as reference when creating bill payments at your new financial institution.
Using ClickSWITCH is not required to move your accounts to Forward Bank. If your prefer to contact and move your accounts directly feel free to download, print and follow the simple instructions in our Switch Kit. To view the file, you will need Adobe Reader.
It's never been easier to switch to Forward Bank!
To get started with your switch, give us a call or stop by any of our locations. We’ll get you registered with a SwitchTRACK code and then you’ll be ready to switch!