Account Switch Checklist
Review monthly statements
Change of automatic payment (draft).
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.
Ensure outstanding transactions clear prior to account closure. Send Account Closure Request. Select "Checking and Savings" and then "Switch Kit"