Free bill pay checklist template 30
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Have direct deposit or automatic bill pay?

Use this helpful checklist to capture or organize the information to open a new account.
Electronic Payments

Account Number

Payment Amount

Contact Number

Date Contacted

Done

Account Number

Payment Amount

Contact Number

Date Contacted

Done

Account Number

Payment Amount

Contact Number

Date Contacted

Done

Rent/Mortgage Payment
Renters/Homeowners Insurance
Auto Insurance
Life Insurance
Other Insurance
Utilities-gas, electric, water etc.
Phone
Cable/Internet
Credit Card(s)
Auto Loan(s)
Other Loan(s)
personal, home equity, student, etc.

Electronic Credits/Deposits
Payroll
Pension
Social Security
Investment-Interest, Dividends

Planned Savings/Investments
IRA Contributions
Savings Plan
Emergency Fund
College Savings
Other

860-448-4200

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