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Personal Finance

BMO Harris Switch Kit

Consolidate your deposit accounts for convenience and control. Once you have a deposit account with us, we do all we can to simplify your banking. That's why we make it easy to switch direct deposits and automatic payments from other financial institutions in three simple steps.
Don't have an account yet? Start here: Personal Banking Solutions or Checking Account Overview

Step 1: Transfer Direct Deposits

  • Complete the Direct Deposit transfer form (PDF, 128KB)
  • Attach a voided BMO Harris check or pre-printed deposit slip
  • Give the form to your employer's Human Resources or payroll processing contact
Download Direct Deposit Transfer Form (PDF, 128KB)

Step 2: Change automatic withdrawals

  • Complete the Automatic Payment change form (PDF, 133KB)
  • Attach a voided BMO Harris check or pre-printed deposit slip
  • Give the completed form to the appropriate payee or biller
Download Automatic Payment Change Form (PDF, 133KB)

Step 3: Close your old account/s

  • Make sure all checks have cleared, and
  • Direct Deposits and automatic withdrawals are appearing on your BMO Harris account statement
  • Provide a completed Account Closing form (PDF, 123KB) to your former bank
Download Account Closing Form (PDF, 123KB)
You'll need Adobe reader to view and complete the forms.
Download entire switch kit
Banking products and services are subject to bank and credit approval and are provided by BMO Harris Bank N.A. Member FDIC
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Certain conditions and limitations apply. BMO Harris Online Guarantees apply to personal accounts only and do not apply to commercial or business accounts. Please see the BMO Harris Online Banking® Services Agreement found at bmoharris.com/legal for full details.
Downloading and use of the Trusteer Rapport software is governed by the terms of the Rapport license agreement, which is provided with the software. BMO Harris makes no representation or warranty respecting the software or Trusteer's website. You agree BMO Harris is not responsible for any difficulties, consequences, costs, claims, damages or losses arising in any way whatsoever out of the downloading or use of the software.