STEP ONE: Gather your information.
Use our handy checklist to make sure you have all the banking information you need to make the switch.
STEP TWO: Open a new First Citizens account.
Before you call or visit us in-branch, fill out our Preferences Form and keep it with you. This form will help our staff determine what bank account will best suit your needs. Make sure you also bring:
- One picture-bearing, government-issued ID card (e.g. passport, national ID card, or driver’s licence)
- One more form of ID, for corroborative purposes (e.g. employee ID card, birth certificate)
STEP THREE: Make the switch.
Use our Deposit Authorisation Form to set up direct/payroll deposit from your employer. Once you’ve completed this step, your paycheques will be deposited in your new account.
If you don’t use direct deposit, talk to one of our representatives at your local branch to set it up.
STEP FOUR: Close your old bank account.
Download and fill out our Close Account Authorisation Form to close your old bank account and have your outstanding balance transferred to First Citizens