Get Switch Kit Form

Filling out the Switch Kit Form is an essential step in transitioning to your new banking account. This guide provides clear instructions on each section of the form to help you complete it accurately and efficiently.

Follow the steps to successfully complete the Switch Kit Form

1. Click ‘Get Form’ button to access the Switch Kit Form and open it in your preferred online document editor.
2. Begin with entering your new home Federal Bank information, including your first name, last name, and date of birth. Make sure to provide your routing number and account number for accuracy.
3. Next, input your old bank information. This includes your old bank's routing number, account number, and the bank name. Don't forget to provide your address, city, state, and zip code.
4. Fill in your driver's license details, including the driver's license number, state issued, and expiration date as required.
5. Indicate whether the account is a joint account by selecting either 'Yes' or 'No'. If applicable, provide the partner's name along with their social security number and date of birth.
6. Enter a daytime phone number and your email address for any communications regarding your new account.
7. Review the important reminders section. Ensure you have two forms of ID ready, one of which must be a photo ID, and remember to notify your current bank about the closure of your old account.
8. Save your changes, and once you have completed all sections, you have the option to download, print, or share the form for further actions.

Complete your documents online now to ensure a smooth transition to your new bank account.