Checking Account Switch Kit

You deserve a relationship with a bank that offers responsive service, expertise and a wide range of products and services. Changing banks is easy with our Community West Bank SwitchKit to guide you through the process.

Questions? Call one of our Banking Specialists at (800) 298-1775 or stop by one of our convenient locations and we will be happy to help.

Follow these easy steps below and download our SwitchKit for helpful forms:

Follow these easy steps:

• Set Up Your Account

  • Provide the basic information for your new account.
  • Choose from various checking and savings plans.
  • Visit a banking specialist to tailor the account to your needs.

• Change Your Direct Deposit

  • Transfer direct deposits from your old account.
  • Complete the “Change Direct Deposit” form and submit it to:
    • Your employer’s human resources department.
    • Companies handling retirement or pension payments.
    • Brokerage companies (interest, dividends).
    • Contact the Social Security Administration at 800-772-1213 or visit www.ssa.gov to change SSI payments.

Download our SwitchKit for helpful forms:

Change Automatic Withdrawals

• Copy the “Change Automatic Withdrawal” form and send it to each company that withdraws from your account, such as:
  • Utilities
  • Insurance
  • Loans/Mortgage
  • Internet/Phone Service
• Follow up with each company within a few weeks to confirm your request was processed.

Close Old Accounts

• Keep old accounts open with enough money for outstanding checks and withdrawals.
• Once inactive, send the “Close Account” form to your former bank.
• Destroy old checks, ATM/debit cards, and deposit slips.