Free bill pay checklist template 20
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The FarmingtonSimply
Bank Switch Kit

Automatic Payment Checklist

Use this checklist to help you keep track of automatic payments set up from your previous bank account and would like transferred to your new Fa
Check if
Payment
Applies

Type of
Payment or Transfer

Payee Name

Payee Account Number Current Payment Method

(check/ automatic debit/ check (check/
card/ automatic debit/ check card/ Farmington
previous bank’s bill pay/ biller’sSavings Bank Bill Pay/ biller’s web site/ etc.)
website/ etc.)

(review a recent statement from your
previous account to identify your payments or transfers)

Example: credit card

Mastercard Credit Card

Mortgage/Rent
Auto Loan/ Lease
Insurance (auto, home, life)
Electric
Gas/Oil
Water
Telephone
Cellular Phone
Cable/ Satellite TV
Internet Provider
Memberships/Subscriptions
Credit Cards
Department Store Cards
Loans (personal, student)
Savings/Investments/IRA

Desired Payment Method Payment Amount

1234-5678-9012

check

automatic debit

$100.00