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Switch Assistant

Switch Assistant

Move your checking to R-G, one step at a time.

We’ll help you organize your move to R-G, create the forms you need, and guide you through each step along the way.

A quick note before you start: The information you enter is used to create your switch documents during this session and is not submitted to R-G through this page. If you download or print anything, keep it somewhere secure.
Prefer to stick to paper? Download the checklist and work through the switch at your own pace.
Download the PDF checklist
Step 1 of 5

Let’s start with your new account.

We’ll use this information in every document we build. It sets the foundation for your switch.

1. Account
2. Income
3. Bills
4. Close
5. Finish
You can move through this at your own pace. Saving your progress is built in.
 
Please enter your name.
Please enter a valid email address.
Please enter the R-G account number.
Pre-filled so your documents are ready faster.
You do not have to finish everything at once. Save your progress at any point by downloading your summary.
Please enter at least one income source.
Remainder instructions: If only part of your deposit is going to R-G, add where the remaining amount should go so HR or your payer has clear instructions.
 
 
Once your direct deposit is set up, the rest of the switch usually feels much easier to manage.
 
A recent statement is usually the easiest way to catch payments tied to your old account.
Please enter the current institution name.
Please enter the current account number.
Keep your old account open until your deposits and payments have moved, and any checks or pending transactions have cleared.
Your plan

You are all set.

Review your next steps and open the printable documents created from the information entered.

 
 

Direct deposit form

Pre-filled with your R-G account details, income instructions, and a voided check area.

Payment update letters

Generated from the bills and subscriptions you added, including ACH or debit card instructions.

Account closure letter

Prepared with your old institution, remaining balance preference, and mailing instructions.

Switch checklist

A simple checklist to help you track deposits, automatic payments, account monitoring, and old account closure.

Switch summary

Save a copy of everything you entered so you can come back to it later.

Most people complete the full switch in about 1 to 2 weeks. Take it one step at a time and reach out if you want to work through it with someone.
Need a hand?

We’ll walk through this with you.

You don’t have to figure this out on your own. If you’d rather talk it through, we’re here to help every step of the way.

CONTACT OUR TEAM
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