Get Account Conversion Checklist

This guide will help you navigate the Account Conversion Checklist, ensuring you complete every necessary step efficiently. By following these instructions, you can smoothly transition from your old account(s) to your new Home Savings account(s).

Follow the steps to complete your Account Conversion Checklist online.

1. Click the ‘Get Form’ button to access the Account Conversion Checklist and open it in the editor.
2. Start by ensuring that all checks have cleared from your current checking account. This is important for a seamless transition.
3. Confirm that there is enough money in your current account(s) to cover any automatic payments that may still need to be withdrawn.
4. If you are transferring a Certificate of Deposit (CD), double-check the maturity dates to avoid any penalties.
5. Fill out and send the Direct Deposit Authorization form to your direct deposit payors, such as payroll or Social Security, to notify them of your account change.
6. Complete the Automatic Payment Authorization form for your payees who deduct payments automatically from your account.
7. Prepare and send the Account Closing Letter to your current financial institution(s) for the accounts you are closing.
8. Use the tracking section to log all activities related to your account conversion, noting account numbers, payees, and dates mailed.
9. After reviewing all entries and ensuring everything is complete, save your changes, and consider downloading or printing the checklist for your records.

Complete your Account Conversion Checklist online today to ensure a hassle-free transition.