Forward Bank
Switch Kit
Changing financial institutions can be tough, but we’re here to help move you Forward! Our online Switch Kit makes it easy to switch automatic payments, direct deposits, and even close old accounts.
Switch to Forward in as little as 10 minutes
- Transfer all accounts within single platform
- Securely change direct deposit and automated payments
- Initiate closure of accounts
- Receive real-time switch notifications
Start Your Switch
Our online Switch Kit is powered by ClickSWITCH -- an online portal that offers a fast, secure and free way to switch your direct deposits and recurring payments to your new or existing Forward Bank account all in one place. Plus, it eliminates the hassle of contacting each business and helps to ensure that you don't miss a payment during your account transition.
STEP 1
Open Your Forward Bank Account. When you open a new account, you will receive an email with instructions on how to sign up for online/mobile banking and access Switch Kit to make the move easier! If you already have an account, you’re all set to move onto step two.
STEP 2
Log into online banking and select Switch Kit from the menu on the left side under Handy Extras.
STEP 3
Follow the onscreen instructions to choose the automatic payments and direct deposit you’d like to move. You can even choose which accounts you’d like to close!
That’s it! In as little as 10 minutes, your work is done, and the switch is underway. ClickSWITCH will send real-time updates and notifications when your switch is complete.
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. 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 into online banking and click Switch Kit. Then 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 you 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.