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Switch to RiverWood Bank with 4 simple steps

Use the Switch Kit Worksheet to organize and track the changing of your direct deposits and any reoccurring payments to your RiverWood Bank checking account.

Important information you’ll need to make the switch to a RiverWood Bank checking account:

 Switch Check Image

  1. Open your new account at any RiverWood Bank. When you open your new account at RiverWood Bank, you will be asked to complete a New Account Application form. Though forms are available at the Bank, you can expediate opening a new account by printing off and completing the New Account Application form prior to visiting the Bank. Then, simply present your completed form to a Personal Banker. Click here for locations of all RiverWood Bank Branches.
      
  2. Switch your direct deposits and other automatic deposits. You’ll need your account number and routing number. Some companies also require a voided check. The Switch Kit Automatic Deposit Change Request form can be used. Don’t forget to switch all automatic deposits:
    • Employer, private retirement or pension, annuity, dividend: Contact source of funds directly
    • Social Security: 1-800-772-1213
    • Defense Finance and Accounting Service: 1-800-321-1080
    • Department of Labor: See a personal banker for assistance or visit GoDirect.org
    • Department of Veterans Affairs: 1-877-838-2778
    • Office of Personnel Management / Civil Service: 1-888-767-6738
    • Railroad Retirement: 1-877-772-5772
      
  3. Transfer recurring payments from your new account. Transfer payments that are automatically deducted from your account by contacting your service providers to give them your new account number or debit card number. Keep track of the next scheduled payment date and when you have finished setting up the new payment with the Switch Kit Worksheet. Use the Switch Kit Automatic Payment Change Request to request these transfers. For bills that are not deducted from your account on a recurring basis, pay your bills with RiverWood Bank Bill Pay. A form is available to make requesting this change easy.
      
  4. Close your old checking account. After 60-90 days and you have verified that all checks and automatic payments have cleared your old account and you’ve changed all of your direct deposits then you are ready to close your old account. Use the Switch Kit Request to Close Account form to provide notice and authorization to close your account and issue a check for the remaining balance.
Already referenced above, you can use the following fillable pdf forms to make switching your accounts simple: