Frequently asked questions.
Why is the process of switching banks now so much easier than before?
Prior to July 1, 2012 if you wanted to switch from one bank to another you had to first open an account at the new bank, work out what regular payments you had going in and out of your account and then contact all the organisations yourself to let them know you'd switched banks and provide them with the new BSB and Account number. Now, once you've opened an account, we do the hard bit for you. You don't have to run around telling everyone your new bank account details.
How easy is it to switch banks now?
It's easy. All you need to do is open an account and fill out a single form which tells your old bank to give Heritage a list of your regular payments. We give the form to your old bank (so you don't even have to talk to them) and they give us the list back within five days. We then confirm which payments you want to switch over and send the revised list back to your old bank. Your old bank will then provide your new Heritage bank account details to organisations on your behalf.
Can I switch online?
Yes. You can download all the forms here and email them back to switch@heritage.com.au but to open a bank account you'll then need to provide us with enough identification to prove who you are by visiting a Heritage Branch or an Australia Post outlet.
* Includes Westpac, St George and BankSA ATMs. Excludes ATMs overseas and in BP petrol stations.
