Supporting your customer

The following items of literature have been developed to help your customers when they ask to switch their account either to you or from you to another bank.

The account switching guide and timeline has been designed to enable customers to find out more about what they and their new bank need to do to make this switch:

Account switching guide (89 Kb PDF)

Account switching timeline (374 Kb PDF)

A customer may also find the following letter templates helpful: the first to request their bank to transfer their account, and the credit redirection letter for advising organisations who make regular credit payments directly into their account of their new account details.

Account switching request letter (70 Kb PDF)

Credit redirection letter (68 Kb PDF)

If your customer has any further enquiries about the account switching service, take a look at our frequently asked questions to help you answer those questions.

Banks looking for information about account switching when they are operating as a service user should refer to the account switching information on the businesses channel of this website.