We're ready for you, too. If you've resisted switching to PlainsCapital because you don't want the "hassle" of switching your direct deposit and automatic payments or closing your old accounts, your worries are over. To make the switch easy, we've created forms to help you open an account, close your old bank account and set up or change your direct deposits and automatic payments quickly.
Switch Today
It's easy to get started.
- First, open your new PlainsCapital Bank checking, savings, or money market account. You can open online or visit any PlainsCapital branch.
- After your account is open, fill out the additional forms below to close your old account and move your automatic deposits or payments. Print the forms you need and submit them to the appropriate companies. It's that simple to switch!
If you don't have access to a printer - or if you'd like us to help you make the switch - stop by any of our branches or call 866-762-8392.
Step 1: Open Your New PlainsCapital Account
You can choose to open your new account online or come in to one of our branch locations. To open online, select a product from the "Open an Account" menu on the left side of your screen. If you prefer to come in and visit with a banker, you can get a head start by filling out our New Account Form and bringing it with you.
Download the New Account Form
Step 2: Establish Automatic Payments
Use this form to set up or transfer recurring automatic payments from your new PlainsCapital account or check card.
Download the Automatic Payment form
Step 3: Establish Direct Deposits
Use this form to set up or transfer recurring direct deposits such as payroll, Social Security, Veterans Administration, retirement or pension payments to your new PlainsCapital account.
Download the Direct Deposit form
Step 4: Close Your Old Bank Account
Use this form to close your old bank account(s) and have your remaining funds sent to you.
Download the Close Account form
Helpful Tips
- Be sure to keep your old bank account open until you confirm that your automatic direct deposits and/or payments have been changed to your PlainsCapital account.
- If you're setting up automatic payments for the first time, make sure your payees accept automatic payments.
- If you're establishing direct deposit for the first time, see if your payor needs any additional forms to process your request.
- Remember to attach a voided check or deposit slip to your direct deposit and/or automatic payment forms before submitting them.
