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Switch Kit

Make the switch to Bank First in just four easy steps.

We want to make your move to Bank First as easy as possible. That’s why we created a Switch Kit with everything you’ll need to close your existing accounts and transfer your automatic deposits and withdrawals. You won’t even need to visit your old financial institution!

1. Open your Bank First account.

We offer a number of account choices to meet your needs. Complete the account opening form, print it, and bring it to your nearest Bank First location. After your new account is open, stop using your old account. Use this time to destroy any unused checks, ATM and debit cards, and deposit slips.

2. Change your direct deposits.

Direct Deposit simplifies everything! Use the change direct deposit form and give to your employer or other payment source so your funds can be automatically deposited into your new account.

3. Change your automatic payments.

Complete the automatic payments form to change all automatic withdrawals or automated payment services. Don’t forget about those that use your old debit card number, such as automatic payments online.

4. Close your old accounts.

This form will notify your old financial institution about the accounts you are closing and gives directions for disbursement of any remaining funds in those accounts. You will need to know your old account numbers in order to close these accounts. Fill out the information and either send it to your old financial institution or bring it in to us and we'll take care of it for you!

Let's get started! Open up our easy Switch Kit now.

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