Get Switch Kit - Gateway Bank Of Florida

Switching banks can be a daunting process, but the Switch Kit from Gateway Bank Of Florida simplifies the transition for users. This guide will help you navigate through each section of the form with ease, ensuring a smooth switch to your new banking experience.

Follow the steps to complete the Switch Kit effortlessly.

1. Press the ‘Get Form’ button to download the Switch Kit, making it accessible for you to fill out online.
2. Begin by completing Form 1: New Account Information. Fill in your name, address, city, state, zip, home phone, and cell phone number. Include your Social Security number, employer details, date of birth, and driver’s license information, ensuring all data is accurate and up to date.
3. Move on to Form 2: Authorization to Change Automatic Debit. Specify your previous bank's name and account number. Indicate whether the account type is checking or savings, and fill in your new account number along with the ABA/Routing number.
4. Next, complete Form 3: Authorization to Change Direct Deposit with the same procedure as Form 2. Ensure you fill in your new account information accurately and attach a voided check to verify your account details.
5. Proceed to Form 4: Authorization to Close Account. Specify the bank’s name, address, and account number you wish to close. Request that the remaining balance be sent to your address, and provide your contact information for follow-up.
6. Once you have completed all forms, review them for accuracy. Save the changes, and download or print the forms for your records. You can also share them as needed to complete the switch process.

Complete your documents online today to make your bank switch seamless and efficient.