Switch to Wells Fargo

Switching to your new checking account is easy

Use the checklist below to organize and track both money going into your new Wells Fargo checking account (direct and automatic deposits), as well as money going out of your account (recurring payments).

You'll need your account information to start :

HENRY WELLS 2063 PLEASANT RD. ANYWHERE, U.S.A. 123456

Pay to the Order of

Wells Fargo Bank, N.A.

For

1

2

Date

$

Dollars

Security Features Details on Back.

1 Bank routing transit number (RTN): This is the nine-digit number on the bottom left-hand corner of your checks, to the left of your account number.

2 Account number: This 10 ? 13 digit number is unique to your account. You will need it to set up direct deposit.

You can also find this information on your account opening documents or account statement.

Let's get you switched over to a Wells Fargo checking account in three easy steps

1: First, you'll want to get your direct deposits and other automatic deposits switched over Make sure you contact your employer or payer to switch direct deposits to your new account. Some companies require a voided check, others just need your account and routing number. Also, don't forget to switch other automatic deposits such as automatic transfers from other accounts or employer expense reimbursements.

Direct deposit #1 source:

Direct deposit #2 source:

Other automatic source:

2: Next, transfer any recurring payments from your account ? Transfer payments that are automatically deducted from your account by contacting your service providers to give them your new account number or debit card number. Use the list below to keep track of the next scheduled payment date and when you have finished setting up the new payment.

? For bills that are not deducted from your account on a recurring basis, pay your bills with Wells Fargo Bill Pay. Visit online-banking/bill-pay for more information and to sign up.

Auto loan

Due date

Notes

Internet

Due date

Notes

Cable Mobile phone

Insurance Telephone

Credit card Electric

Mortgage/Rent PayPal?

Garbage Gas

Water Other

Health club

Other

3: Finally, close your old account if you won't be using it going forward

After you ensure all checks you have written have cleared, close your old account and have the remaining balance sent to you or transferred to your new Wells Fargo account.? Fees may apply for incoming transfers.

Check #

Check payee

$ Amount

Date cleared

Check #

Check payee

$ Amount

Date cleared

Check #

Check payee

$ Amount

Date cleared

Have any questions? A Wells Fargo banker is happy to help. Talk to one at a branch near you, or call us 24/7 at 1-800-869-3557.

1. Terms and conditions apply. Setup is required for transfers to other U.S. financial institutions, and verification may take 1 ? 3 business days. Customers should refer to their other U.S. financial institutions for information about any potential transfer fees charged by those institutions. Mobile carrier's message and data rates may apply. See online-banking/online-access-agreement for more information.

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Printed materials expire on 03/31/2023. ? 2022 Wells Fargo Bank, N.A. Member S2705IHA-7210317

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