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Switch to BB&T
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If you're thinking about choosing a new bank, consider BB&T. It's easy to move your accounts to BB&T. All the forms you'll need to switch your accounts, your automatic transfers and payments, and your direct deposits to BB&T are right here.

Here's the information we'll need from you to make the switch:

  • Names as listed on current accounts
  • Physical address (no P.O. Boxes)
  • Social Security numbers/TIN
  • Date of birth
  • Government picture ID
  • Name of current financial institution
  • List of all direct deposits, automatic deposits, automatic payments, and/or automatic transfers
  • Last bank statement
  • Copies of the bills that are automatically drafted from your accounts


Steps to Make a Switch
Choose Your Local BB&T Branch Choose Your Local Branch
Meet your relationship banker, and set up your new BB&T accounts
Find your local branch
Start an online checking account application
Change Your Automatic Payments and Deposits Change Your Automatic Payments and Deposits

Automatic Transfers
Change your automatic transfers over to your new BB&T accounts
Switch your automatic transfers to BB&T

Direct Deposits
Change your direct deposits to your new BB&T accounts
Switch your direct deposit to BB&T

Automatic Payments
Change your automatic payments and drafts over to your new BB&T accounts
Switch your automatic payments to BB&T

Close Your Old Banking Accounts Close Your Old Accounts

Close your checking account at your old bank
Authorize closing old accounts

Keep track of everything you need to switch to BB&T with our switch checklist


Switch to BB&T – Download All Forms in One Packet

To view these forms you'll need Adobe Acrobat's free Reader.
Download Acrobat Reader


Apply Online
Apply for a checking account online.
 
Contact us by Phone
Call BB&T Phone24 at 1-800-BANK-BBT (1-800-226-5228)

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