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Get Easy Change Checklist
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How to fill out the Easy Change Checklist online
The Easy Change Checklist is a vital tool designed to facilitate your transition to a new bank account by organizing essential tasks. This guide provides a comprehensive step-by-step approach to effectively complete the checklist online, ensuring you can manage your financial changes with ease.
Follow the steps to successfully complete the Easy Change Checklist online.
- Press the ‘Get Form’ button to access the checklist and open it in your preferred online editor.
- Begin by providing your previous bank account details in the designated fields to aid the transition process.
- For transferring direct deposits, complete the Direct Deposit Change Notice. Make sure to check the box next to it for your records and print two copies.
- Mail one copy of the Direct Deposit Change Notice to each company that currently deposits into your account, and keep the second copy for your records. Fill in the company name, date mailed, and date confirmed.
- Next, address the transfer of automatic payments by completing the Automatic Payment Change Notice. Check the corresponding box and print two copies.
- Similar to the direct deposit process, send one copy of the Automatic Payment Change Notice to each company that deducts payments and keep the other for your records. Record the necessary details for tracking.
- Identify the ABA Routing Number from your checks, which is typically the first group of nine numbers at the bottom.
- After ensuring that all direct deposits and automatic payments are redirected to your new account, proceed to close your old accounts by completing the Checking Account Closure Notice.
- Mail the closure notice to your previous financial institution(s) and record the institution's name, date mailed, and date confirmed.
- Finally, review the checklist to ensure all sections are complete. You can save changes, download the document, print it, or share it as needed.
Complete your Easy Change Checklist online today to ensure a smooth transition in managing your banking needs.
Creating a quick checklist can be as simple as jotting down your tasks in any text editor or checklist app. Use bullet points or checkboxes to organize your list clearly. By using the Easy Change Checklist method, you ensure that your tasks are concise and actionable. For instant templates, uslegalforms can help you out.
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