Start today. We've provided forms and worksheets to help you get organized.
- Find an account that's right for you | Comparison Chart
Use this comparison chart to review account features.
- Open your new account:
Banking Center | Locations
Phone | Call us at 210.283.6611 or 800.531.7650 outside of San Antonio
Get Organized | Worksheet (PDF)
Gather all of your various
together in one place with this handy Reference Sheet.
- Balance your Old Account | Worksheet (PDF)
Use this Reconciling Worksheet to determine how much to leave
in your old account to cover outstanding deductions.
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.
- Direct Deposit of Payroll | Form (PDF)
Check with your employer before submitting this form.
Many companies have their own direct deposit forms.
- Automatic Deposits | Form (PDF)
Use this form to move transactions that automatically
deposit dividends, annuities and other periodic distributions to your account.
- Automatic Deductions | Form (PDF)
Use this form to move transactions that automatically deduct subscription fees,
insurance premiums, and other scheduled payments from your account.
- 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
- Verify | Worksheet (PDF)
Use this handy form to verify that each of your accounts has been
updated before you close your old account.
- Close your old account | Form (PDF)
Use this form to notify your old financial institution.
||To view and save the .pdf files on this page you will need the free Adobe Acrobat Reader™.
If you want to save your changes, you will need the full version of Adobe Acrobat.