Account Switch Checklist

Review monthly statements

List auto-drafts, direct deposits and outstanding transactions

Update automatic drafts.

Change of automatic payment (draft).

Change of Automatic Payment (draft) form

Update and inform direct depositors.

If you have direct deposit set up with your current financial institution, fill out the Change of Direct Deposit form and turn it in to your employer to have your direct deposit sent to your new Velocity account. Includes payroll departments, government agencies, and pension providers.

Change of Direct Deposit form

Close your other accounts.

Ensure outstanding transactions clear prior to account closure. Send Account Closure Request. Select "Checking and Savings" and then "Switch Kit"

Account Closure form

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