Get Switchagent

This guide provides a comprehensive walkthrough on how to efficiently complete the SwitchAgent authorization form online. Designed for ease of use, SwitchAgent simplifies the process of transferring your account information from an old account to a new one.

Follow the steps to successfully complete the SwitchAgent authorization form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editing tool.
2. Begin by filling out the account holder type. Select 'Consumer' as the type of account holder to indicate your status.
3. Provide the account type by selecting either 'Checking' or 'Savings' based on your new account type.
4. Enter your routing transit number and account number, ensuring these details are accurate for the switch.
5. Fill out the account holder contact information, including first name, middle initial, last name, address, home phone number, and preferred contact method.
6. Schedule your call appointment by indicating your preferred days and times for the meeting with a SwitchAgent representative.
7. If applicable, provide joint account holder information by filling out the relevant fields.
8. Authorize the SwitchAgent to contact you via email, as indicated in the authorization section, and review the terms carefully.
9. Finally, complete the form by signing as the account holder and including the current date. If there is a joint account holder, they must also sign and date the form.
10. Once completed, save the changes, download or print the form for your records, or share it as required.

Start filling out your SwitchAgent form online today for a more streamlined banking experience!