Switch Kit

Make the Switch to First Western in 5 Steps

The following steps and forms have been created for you to help make the process of switching your bank account(s) easier.

*Important: Make sure to keep this sensitive account information secure. If printed, consider shredding upon completion. Additionally, exercise caution when transmitting documentation via email.

1. Open your new First Western Bank Account 

Open a new account at any First Western location or open an account online on our First Western Bank website.

2. Get Organized

Use our Transaction Checklists to organize the transactions that will be switched to your new First Western Bank account.

Gather your most recent statements from your old financial institution. If applicable, include statements/information for utility payments, loans, gym memberships, etc., that you have set up with your old account.

Keep track of the activity on your old account. Make sure that all checks, deposits, automatic payments, debit card transactions, and ATM withdrawals have cleared before closing the account.

3. Transfer Your Direct Deposits

Send Form 1: Direct Deposit Authorization Form to your employer and other sources so your funds can be automatically deposited to your account. If you have Direct Deposits going elsewhere, you can also use this form to switch them to your new account.

Please contact your employer’s payroll department if you have questions about their process.

For Social Security deposits, please call the Social Security Administration at (800) 333-1795 or sign up online at ssa.gov/deposit.

4. Move Your Automatic Payments

Send Form 2: Automatic Payment Authorization Form to each of your creditors to switch any automatic payments so they’ll come out of your new First Western Bank account.

Please allow sufficient time for your first payments to be activated. A voided check may be required.

5. Close Your Account

Use Form 3: Account Closing Letter to notify your previous financial institution to close your account and let them know how to disburse any of your remaining funds.

Make sure all direct deposits are switched successfully to your new First Western Bank account(s) before closing your old account. Switches may take up to 60 days.

Note: First Western 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 by another method other than mail. They may also require more or different information than is contained on the forms provided.

Questions?

• Visit your local First Western Bank location.
• Call us at 1-800-688-2584 to speak with one of our First Western team members.