Switch Your Accounts to Broadway Bank

1. Find an account that's right for you | Comparison Chart
   Use this comparison chart to review account features.
   
   
2. Open your new account:
   
   Online | Start
   
   Banking Center | Locations
   
   Phone | Call us at 210.283.6611 or 800.531.7650 outside of San Antonio
   
   

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

4. Balance your Old Account | Worksheet
   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.

1. Direct Deposit of Payroll | Form
   Check with your employer before submitting this form.
   Many companies have their own direct deposit forms.
   
   
2. Automatic Deposits | Form
   Use this form to move transactions that automatically
   deposit dividends, annuities and other periodic distributions to your account.
   
   
3. Automatic Deductions | Form
   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
   

1. Verify | Worksheet
   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
   Use this form to notify your old financial institution.