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Switch Assist - Ready to Switch to RBC Bank? We can help.

Thank you for your interest in RBC Bank. We understand that changing banks can be a complex and sometimes confusing process. That's why we've developed Switch Assist; a series of simple steps and documents to make sure your transition to RBC Bank is quick and easy.

To get started, download the Switch Assist package and follow the instructions below.

Download Switch Assist Download Switch Assist


 

Need Assistance? We're Happy to Help!

Simply visit any RBC Bank location or call us at 1-877-RBC BANK (877-722-2265).

 

Here's How to Make the Switch:


 Open an Account at RBC Bank

Visit any RBC Bank location to open your new checking or savings account. Our bankers can help you select the best banking options to meet your needs.

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Ask your banker to write down the routing number and your new checking account number. You will need this information to change your automatic payments and direct deposits from your old accounts to your new RBC Bank account.

Once you've opened an account with us and have your new account number on hand, review the checklist in the Switch Assist package, which provides simple guidance on what to do next. And remember, your RBC Bank client service professional will be happy to help you.

TIP:
Stop using your old checking account. Keep the account open until all outstanding checks have cleared and your automatic payments and direct deposits have been switched over to your new RBC Bank account.



 Switch Your Direct Deposit(s)

Complete the Direct Deposit Change Notice & Authorization form located in the RBC Bank Switch Assist package to redirect your current direct deposit(s) to your new account. If your direct deposit comes from the U.S. government, the Government Agency Direct Deposit sign-up form should be completed.

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Common sources of direct deposit include your regular salary from employment, social security benefits or military disbursements, dividend payments, etc.

Send a completed copy of the applicable Direct Deposit form to each party that makes direct deposits on your behalf. There is no limit to the number of direct deposits you may attach to your RBC Bank account(s).

Please be sure to have these items on hand before filling out the form:

  • Name and address of depositor(s)
  • Routing and account number from your current financial institution
  • RBC Bank's routing number and your new account number where the direct deposits will be made

TIPS:
Some companies require you to use a different authorization form to make changes to direct deposits, but if you fill out the form in this Switch Assist package you should have all the information you will need for any company-specific form.

In many cases a copy of a voided check or deposit ticket is required to set-up a direct deposit.

  Direct Deposit Change Notice & Authorization Form

  Government Agency Direct Deposit Form



 Switch Your Automatic Payments

Our Automatic Payment Change Notice & Authorization form can assist you in establishing automated recurring payments or withdrawals to be debited from your new RBC Bank checking or savings account.

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Common types of payments made through automatic draft are utility bills, membership dues, mortgage or car payments, and insurance payments.

Please be sure to have these items on hand before filling out the form:

  • Name and address of each company making the withdrawal (payee)
  • Amount, date and frequency of withdrawal
  • Routing and account number from your old financial institution
  • Your new RBC Bank routing and account number

TIP:
Contact each payee to notify them of your new banking relationship. Have your new checking account number and routing number handy when you make the call. Along with the written notice you will be providing using the Automatic Payment Change Notice & Authorization form, some payees will also request a voided check from your new RBC Bank account.

  Automatic Payment Change Notice & Authorization Form



 Close Your Old Accounts

Once all your checks have cleared and your direct deposits and automatic payments have been successfully moved to RBC Bank, complete the Account Closing Request form to notify your old bank that you would like to close your account(s) and that you'd like all remaining funds sent to you.

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Please be sure to have these items on hand before filling out the form:

  • Address of your previous financial institution
  • Account number(s) for the accounts you are closing

TIP:
Make note of the remaining funds in the accounts you are closing to ensure that your former bank remits all the funds back to you.

  Account Closing Request Form