Free bill pay checklist template 29
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CU Switch Checklist of
Current Bill Payment Vendors
Expense Type

Supplier

Your Account
Number

Pre-Authorized
Payment

Contact Number Completed
3

Home Expenses
Hydro

$

Heat

$

Gas

$

Water

$

Taxes

$

Mortgage

$

Other

$

Loans
Car Loan

$

Credit Line

$

Other Loans

$

Other Loans

$

Insurance
Home

$

Auto

$

Other

$

Savings and Pre-Authorized Debits
RRSP Savings

$

RESP Savings

$

Investment Savings

$

Charitable Donations

$

Other

$

q

I would like a Kindred Investment Specialist to contact me regarding my investments

q