
Welcome to Qwik-Switch, the Westoba program designed to make it easy to switch your pre-authorized payments to your Westoba Account!
The Qwik-Switch program was designed to make it as simple as possible for our members, new and existing, to transfer their automatic account transactions to their Westoba Account. All you have to do is take a few minutes to sign some authorization forms, take a phone call with one of our representatives to give them all the appropriate account and transaction information, and we take care of the rest!
Qwik-Switch has been in use since February 2008, and has proven to be a very valuable tool for our members. Over 200 members have already enjoyed the convenience of this service, and we look forward to assisting many more members in moving their daily account transactions over to their Westoba account!
STEPS IN THE PROCESS:
Step 1: Visit your Westoba Branch and ask about the Qwik-Switch program. Branch staff will discuss the switching process, and work with you to fill out several consent forms, and pieces of information to begin the process. At this time, you will also set up the time and date for your Telephone Appointment to give our Westoba TeleService Representative all of your relevant account and debit information.
Step 2: Participate in your Telephone Appointment with our TeleService Representative. Supply this staff member with all of the following information for each transaction that you would like switched to your Westoba account: Company Name, Account Name, Account or Policy Number, Due Date, Payment Amount, Financial Institution this payment current clears through.
Step 3: Sit back and relax. Over the next three months, Westoba staff will be working on your behalf to complete all the transaction switches with which you have provided us. When all your switches are complete, you will receive another call from Westoba TeleService to confirm that the process has been completed!
FREQUENTLY ASKED QUESTIONS
What happens when the Westoba Representative calls me for my phone appointment?
Our representative will identify themselves, and ask to speak to the person notedon your signed agreement (from your branch visit). They will then gather all your pre-authorixed payment informaiton that you have collected, and answer any questions that you may have about the process. The entire call should last about ten minutes.
What happens after the telephone appointment?
You will receive a letter from Westoba outlining the companies with which we will change your pre-authorixed payment information. Westoba Representatives will use the information that you provide on the call, and the Qwik-Switch Member Authorization Form that you sign at the branch, to begin contacting your bill payees and switching the payments to your Westoba account. When all the switches have been completed, and verified on your account activity, we will call to inform you!
How long will it take for my pre-authorized payments to be transferred to my Westoba Account?
Westoba representatives will begin working on your switch as soon as possible. However, due to some company's billing cycles, and notice requirements, it could take up to three months to complete all the switches. During this time, it is essential that you continue to monitor any affected accounts, to avoid overdraft or NSF charges, which you will be liable for.
Can I notify the billing companies myself?
Once we have started the Qwik-Switch process, it is important that you do not attempt to contact the companies on your own, as this may result in confusion, and ultimately delay the progress of your switches.
What if I need to reschedule my phone appointment, or have any other questions about Westoba's Qwik-Switch?
Please contact us at 1-877-WESTOBA (937-8622), 8 a.m. - 8 p.m. Monday to Friday, 8 a.m. - 4 p.m. Saturdays.