EZ Switch Checklist 2025

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The EZ Switch Checklist provides a step-by-step guide for individuals transitioning their banking services to Choice One Community Credit Union. It includes instructions for transferring direct deposits and automatic payments, closing old accounts, and necessary forms to complete these processes. The document emphasizes the importance of tracking communications with companies involved in direct deposits and payments, ensuring all transactions are cleared before closing old accounts.

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Click 'Get Form' to open the EZ Switch Checklist in the editor.
Begin by reviewing the checklist components. Ensure you have your previous bank statement handy for reference.
Fill out the 'Transfer Direct Deposit' section. Complete the Direct Deposit Change Notice and print two copies. Mail one to each company that deposits into your old account, keeping one for your records.
Next, move to 'Transfer Automatic Payments.' Complete the Automatic Payment Change Notice, print two copies, and send them to each company that deducts payments from your old account.
For closing old accounts, complete and mail the Checking Account Closure Notice after confirming all transactions have cleared. List financial institutions and track dates mailed and confirmed.
Finally, review all sections for accuracy before saving or printing your completed checklist.

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