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Switch to ANZ in 3 easy steps

Wave goodbye to mess and stress, and say hello to banking the way that works best for you when you switch to ANZ.

B. Ensure you have sufficient funds available in your ANZ account

Ensure you have sufficient funds before you switch to cover any regular payments in both your existing account and your new ANZ account until these businesses have confirmed that the payments have been transferred to your new ANZ account.

Get regular income paid into your new account

Arranging for salary or wages to be deposited directly into your new account could save you time and effort:

  • Let your employer know your new account details, or
  • Fill in our salary payment form and send it to your employer

C. Switch your regular payments to your ANZ account

Once you've opened your new ANZ account, you will need to switch your regular payments from your previous bank account, debit or credit card to your new ANZ account. This includes both outgoing payments, like your direct debits for phone bills and gym memberships, and incoming payments such as rental income and tax repayments. 

Remember, the switching service does not include payments such as: 'Pay Anyone' payments like 'fortnightly cleaner', BPAY payments and recurring payments. You will need to set up these payment instructions in ANZ Internet Banking.

Need help switching?

Take these 3 simple steps and let our Assisted Switching Service do the rest:

Download, complete and sign the Switch of Regular Payment and Notice of Variation form (PDF 168kB). You can also request the form from your nearest ANZ branch.

On the form, select your preference to:

  • Give ANZ the authority to switch all your regular payments from your old account over to your ANZ account (note, this is the quickest option), or
  • Request a list of your regular payments so that you can select specific regular payments you would like us to switch.

Submit your completed form to us using one of these methods:

What happens next

  • We will contact your previous bank to get a list of your regular payments from the past 13 months. With your instructions and regular payment list on hand, we will be able to get in touch with these businesses (phone company, electricity provider, your employer, share registry etc.) requesting them to update the payment with your ANZ bank account details.
  • If you have selected specific payments to switch, you will receive a 13-month listing of all your regular payments. Select which ones to switch over to ANZ and submit this to us through one of the options in step 3 above. We will then contact those businesses on your behalf.

Frequently asked questions

No. The Assisted Switching Service is free to ANZ customers.

No. Most financial institutions require customers to contact them directly.

You can obtain the list by:

You’ll need both your new and previous bank account details. This includes the BSB, account number, or card number and name on your account.

If you would like a 13-month regular payment listing for an ANZ account, you can request one by calling 13 13 14 or by visiting your local ANZ branch.

Your 13-month regular payment listing for an ANZ account will be mailed to you within 5 business days of submitting the request.

Complete and send the Switch of Regular Payment and Notice of Variation form (PDF 168kB) to us. Within 13 business days, we will send you a switching letter that contains your 13 month regular payment listing in the mail. This includes information on how to transfer your payments to ANZ. 

The businesses you have regular payments with (e.g. utility providers, phone companies) will send you a confirmation either outlining the new payment details or that payments have been cancelled.

This depends on each business. Ensure you have sufficient funds to cover any regular payments in your existing bank account, until you are sure payments have been switched.

When switching regular payments to a new account, some companies require notice of a change of bank details well in advance of the billing date. In this case, the switching of your regular payment may not take effect until the next billing cycle.

It is important to ensure you have sufficient funds in your old account until you receive a notification from the business you regularly make payments to (e.g. utility providers, phone company) that your payments have been transferred to the new account.

No. The switching service does not include BPAY, Internet Banking 'Pay Anyone' and periodical payments (where you instruct ANZ to make recurring payments from your account to the account of another person or business). You will need to set up these payment instructions within ANZ Internet Banking.

The switching service is only available for direct debits and credit arrangements.

Yes. In the Assisted Switching Service process, select the option to to give ANZ the authority to switch all your regular payments from your old account over to your ANZ account. You’ll receive the list of switched regular payments for your records.

On the Switch of Regular Payment and Notice of Variation form (PDF 168kB), select the option for us to send you a 13-month listing of your regular payments. This will include instructions on how to choose which regular payments to transfer to ANZ. 

No. Credit cards and debit cards are not supported by the Assisted Switching Service. The service is only available for direct debits set up on personal bank accounts.

Any advice does not take into account your personal needs and financial circumstances and you should consider whether it is appropriate for you. ANZ recommends you read the Terms and Conditions and Product Disclosure Statement, which are available at anz.com or by calling 13 13 14, before deciding whether to acquire, or continue to hold, the product.

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