Whether you’ve already taken the leap or you’re considering coming onboard, we’re here to make moving banks and consolidating your finances an easier experience.
Here are three steps to get yourself set up so that you can return to banking as usual in no time:
1. Start with a transaction account
Check out our available transaction accounts to find out which is most suitable for you.
If you’re not a member with us, you can apply online here.
If you’re an existing member, just follow these simple steps to open a new account via your Internet Banking or the Mobile Banking App.
2. Switch your direct debits over to your new account
Re-route your direct debits so that all of your bills and subscriptions are kept under the same roof.
To do this, you can either contact each of your service providers individually to change your billing details over or use our switching service (where we do the work for you). Either way, just make sure that you have enough funds in your old account to cover any direct debits that are scheduled during the switch-over period.
How our switching service works
You simply complete the Request for Regular Payments List form. It’s a Word document that you print out, sign and return to us.
If you are unable to print the form simply call us on 13 11 82 or visit your nearest branch.
To avoid any delays with processing, please ensure that the form is signed in accordance with the signing authority on the account.
Return the completed form to us in any of the ways listed on the form. We will then:
- Send this form to your old financial institution requesting a list of your direct debits and direct credits for the previous 13 months.
- Contact you to arrange a time to determine which direct credits and direct debits you wish to switch and which you wish to cancel.
- Complete the relevant variation and/or cancellation forms on your behalf.
Once you have signed the relevant forms, we will notify your old financial institution and the direct debit and direct credit suppliers of the changes. We will then send you a written communication to confirm the switching request has been completed.
For more information see our Account switching FAQs.3. Credit your next payday into your new account
For the final step, it’s time to credit your salary into your new account.
Just give your employer your new account details, or better yet, fill out and send them our Salary Transfer Request Form.
Why stop here?
Now that you’re all set up, explore the ways that we can help you reach your next goal.
• Thinking about refinancing your home loan? If your current home or investment loan isn’t ticking all of the boxes, it may be time to refinance. Check out the most common reasons to refinance here.
• Want to buy a new car? We can help you get there with a personal loan that’s right for you. Compare our personal loan options here.
• Need help saving? Whether you’re saving for a holiday, a house deposit or a rainy day, our Dream Fund will help get you there with its competitive bonus interest rate. Explore the benefits of this savings account here.
