Switch Your Accounts to Broadway Bank

Start today. We've provided forms and worksheets to help you get organized.

Prepare

 

  1. Find an account that's right for you | Comparison Chart
    Use this comparison chart to review account features.

  2. Open your new account:

    Banking Center | Locations

    Phone | Call us at 210.283.6611 or 800.531.7650 outside of San Antonio

  3. Get Organized | Worksheet (PDF)
    Gather all of your various account information
    together in one place with this handy Reference Sheet.

  4. Balance your Old Account | Worksheet (PDF)
    Use this Reconciling Worksheet to determine how much to leave
    in your old account to cover outstanding deductions.
Switch

 

Print the appropriate letters provided on this page, complete the information, sign and mail, or deliver to each institution along with a voided check from your new Broadway Bank account.

  1. Direct Deposit of Payroll | Form (PDF)
    Check with your employer before submitting this form.
    Many companies have their own direct deposit forms.

  2. Automatic Deposits | Form (PDF)
    Use this form to move transactions that automatically deposit dividends, annuities and other periodic distributions to your account.

  3. Automatic Deductions | Form (PDF)
    Use this form to move transactions that automatically deduct subscription fees, insurance premiums, and other scheduled payments from your account.

  4. Social Security Payments
    If you would like to switch your Social Security payments, do NOT send a letter. Changes may be made by calling Social Security Administration at 1.800.772.1213
Close
  1. Verify | Worksheet (PDF)
    Use this handy form to verify that each of your accounts has been
    updated before you close your old account.

  2. Close your old account | Form (PDF)
    Use this form to notify your old financial institution.

 

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Home Equity Line of Credit