Get Switch Kit Checklist

The Switch Kit Checklist is a vital document to help you transition your banking arrangements smoothly. This guide provides step-by-step instructions to make completing the form online user-friendly and straightforward.

Follow the steps to complete your Switch Kit Checklist.

1. Click the ‘Get Form’ button to access the Switch Kit Checklist and open it in your preferred editor.
2. Begin by filling in your personal information at the top of the checklist, including your name and contact details.
3. Proceed to fill out the Transfer Direct Deposit section. Complete the Direct Deposit Change Notice, ensuring you include the names of the companies that currently deposit funds into your existing account. Note the mailing dates and keep a copy for your records.
4. In the Transfer Automatic Payment to West End Bank section, similarly complete the Direct Deposit Change Notice. Include in your notes the companies from which you are transferring automatic payments. Again, maintain a copy for your records.
5. Complete the Close Your Old Accounts section. Fill out each account you wish to close, ensuring all checks have cleared. Use the provided space to track the bank name, mailing date, and confirmation date.
6. If you're closing multiple accounts, follow the instructions to duplicate the forms as needed and fill them out accordingly.
7. For the Direct Deposit Change Notice, provide the necessary information about your new financial institution. Include your new account number and the routing number. You may attach a voided check for reference.
8. Follow the same process for the Automatic Payment Change Notice section, ensuring to provide complete and accurate details for each payment that needs to be modified or initiated.
9. Once you have filled out all required sections, review the checklist for accuracy. Save your changes, download, print, or share the completed form as needed.

Complete your Switch Kit Checklist online today to ensure a smooth transition to your new banking arrangements.