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Get New Account Switch Kit Checklist
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How to fill out the NEW ACCOUNT SWITCH KIT CHECKLIST online
This guide provides clear, step-by-step instructions for completing the New Account Switch Kit Checklist online. It aims to support users in filling out their checklist efficiently and accurately to ensure a smooth transition to a new checking or savings account.
Follow the steps to complete your checklist seamlessly.
- Click the ‘Get Form’ button to access the form and open it in your preferred online editor.
- Begin by gathering the necessary documents. For switching your checking and/or savings accounts, ensure you have a voided check from your current checking account and a voided deposit slip from your current savings account.
- To switch automatic bill payments, collect a payment coupon related to any loans, along with the account number and billing address for each automatic payment you want to transfer.
- For direct deposits, have a recent pay stub or deposit statement ready that includes all payment information and a phone number for authorization.
- Fill in your consumer checking account information. Check all appropriate boxes that apply to your account types, and provide the names, physical and mailing addresses, phone numbers, social security numbers, dates of birth, employers, email addresses, and cell phone numbers required for all account holders.
- If applicable, designate beneficiary information for payable on death accounts.
- Complete the authorization section for each direct deposit or automatic payment by filling in the required details such as the name of the direct depositor, their address, the name and account number of the old financial institution, and your new checking account information.
- Review all the information provided for accuracy.
- Once completed, you can save the changes, download a copy of the form, print it for your records, or share it as necessary.
Start filling out your documents online to ensure a smooth transition!
To transfer everything to a new bank account, start by opening the new account and ensuring your old account remains active for a short while. Gather all essential information such as direct deposit forms and payment schedules, then refer to a NEW ACCOUNT SWITCH KIT CHECKLIST for detailed steps to ensure nothing is forgotten. Monitoring both accounts during the transition is crucial to ensure a seamless move.
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