QuickSwitch Form - Switch to WSB | WaterStone Bank

alert iconIMPORTANT NOTICE: We’ve seen an increase in fraudulent calls claiming to be from various departments at WaterStone Bank. We will never ask for any account detail information over the phone. If you receive such a call, hang up immediately and contact our Customer Support Center at 414-761-1000.

We will be happy to help you!

Call our Customer Support Center, (414) 761-1000, or visit a location near you.

Please complete the following steps:

1
Open your new WaterStone Bank Checking account

Open online or at a WaterStone Bank Branch.

2
Transfer your automatic payments and direct deposits

Use the WaterStone Bank QuickSwitch forms to notify companies and financial institutions about the switch.

Open Automatic Transaction Change Request Form

Open Direct Deposit Authorization Request Form

3
Transfer your automatic deposits and withdrawals

Switch all your direct deposits and automatic withdrawals to your WaterStone Bank account.

Open Automatic Transfer Tracking Form

4
Confirm all outstanding checks have cleared on your old account

Use the form you printed in Step 3.

5
Close your old account

Now that your checks have cleared and all automatic payments and deposits have been transferred to your WaterStone Bank account, close out your old account.

Open Automatic Account Closure Form

If you need any assistance completing this form, please contact our Customer Support Center at (414) 761-1000 
or visit your local branch and a representative will be happy to assist you.

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