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Switch Kit

Switch to Texas Bank in a Few Simple Steps

Step 1: Choose Your Account

Don’t have a Texas Bank account? Check out our checking accounts and choose the one that’s right for you. Stop by one of our conveniently located branches to open your account.

Step 2: Establish or Transfer Direct Deposits to Texas Bank

Direct Deposit is the fast, worry-free way to deposit your paycheck or other recurring deposits electronically to your accounts automatically. Qualifying deposits include salary, pension, Social Security (SS) and Supplemental Security Income (SSI) benefits, and other regular monthly income.

To establish or transfer direct deposits, you need the following information.

  • Employer or deposit initiator's name and address
  • Texas Bank account number (listed on your checks).
  • Texas Bank ACH routing/transit number: 111 904 943 (you can also find the routing number listed on your checks next to your account number)

Once you have that information, complete the Direct Deposit Form and send it to the company that deposits into your account.

Is your check issued by the US Treasury (SS, SSI, etc.)? Continue your setup online at godirect.org.

Step 3: Transfer Automatic Payments to Texas Bank

To cancel or to transfer automatic payments from your former bank account to your new Texas Bank account, you need the following information:

  • Copy of your latest statement with your billing information
  • Texas Bank account number (for transfers)
  • Texas Bank ACH routing/transit number 111 904 943 (for transfers)
  • Former bank account information (for canceled payments)

Transfer automatic payments: Once you have the information listed above, complete the Automatic Withdrawal Transfer Form and send it to your biller.

Cancel automatic payments: Once you have the information listed above, use the Automatic Payment Cancellation Form and send it to your biller.

Remember that when you set up Texas Bank Online Banking, you can use optional online bill pay to pay your bills in minutes from one simple site. Once you are logged into online banking, click on 'Bill Payment' under 'Preferences' to begin using this free service. 

Step 4: Close Your Old Account

Stop using your former bank account, but be sure to keep enough funds in it to cover any outstanding checks, automatic withdrawals, and automatic payments.

Once your last check, automatic withdrawal, and automatic payment have cleared, you are ready to close your former accounts. On the Account Closing Request Form, fill in your name, phone number, and address, along with your former bank's name, address, and account number(s). Then send it to your former bank.

You must have Adobe Acrobat 5 or higher installed on your computer in order to read and print on the forms.