Bank Switch Kit Worksheet Page 2
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Complete Bank Switch Kit Worksheet with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
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1
2Easy Switch Sheet
Use this sheet to track all your automatic payments and deposit information while you make the switch to your new
Scottrade Bank
account.
®
Your Scottrade Bank
Account Number:
®
Your Scottrade Bank
Routing Number:
081086674
®
Company
Direct Deposit
Estimated Switch Date
Status
Direct Deposits:
Name/Address
Authorization
(Allow 2 Months)
Submitted (Date)
Example
Company ABC
Oct. 1, 2012
Dec. 1, 2012
Pending
Automatic
Company
Date Canceled
First Payment with
Status
Payments:
Name/Address
Scottrade Bank
®
Example
Electric Company
Oct. 1, 2012
Nov. 1, 2012
Waiting on first
payment through
Scottrade Bank
®
Outstanding Items
Outstanding
Outstanding
Date Cleared
Status
in Your Old
Checks Payable
Amount
Account:
To:
Example
Check to Mom
$25.00
Oct. 5, 2012
Cleared
Have questions? Contact your local Scottrade team for help, or call 1-855-265-2265.
Scottrade Bank, Member FDIC
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