Ready to switch to PlainsCapital?

We're ready for you. Are you putting off switching to PlainsCapital because you don't want the "hassle" of switching your direct deposits or Treasury Management services or closing your old accounts? To make the switch easier, we've created some forms to help you close your old bank account and open and set up authorized signers on your new one quickly, and without all the hassle.

Switch today.

It's easy to get started.

• First, identify the new PlainsCapital Bank checking, savings, or money market commercial accounts and services you wish to open.
• Use the links below to open each switching form and complete the information.
• Print the forms you need and submit them to your commercial banker. 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 in to any of our locations or call
866.762.8392.

Establish your new commercial bank account.

Use this form to provide us with your company information that's required to set up your new PlainsCapital Bank account.

Download the form

Establish authorized signers.

Use this form to identify the primary signers and users of your new PlainsCapital Bank account.

Download the form

Select accounts and services.

Use this form to identify the types of PlainsCapital Bank products and services you want to establish.

Download the form

Close your old bank account.

Use this form to close your old bank account(s) and have your remaining funds sent to you. Simply fill it out this form and submit to your old bank.

Download the 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 are setting up automatic payments for the first time, be sure to contact any company you wish to pay to make sure that automatic payments are accepted.
• If you are establishing direct deposit for the first time, be sure to contact your income source to make sure that no other forms are required to process your request.