Summary
This document is a guide designed to assist users in switching to a Chase business checking account. It outlines a checklist of steps necessary for a successful transition. The guide begins with instructions on opening a new Chase business checking account, including visiting the Chase website to explore account options and required documentation. It emphasizes the importance of organizing existing and new account information and updating automatic payments to ensure a smooth transfer. Users are encouraged to notify service providers of their new account details using the provided ACH and Deposits Change Notification Form. The guide also includes tips for managing accounts through the Chase Mobile app and ensuring all transactions are processed correctly. Additionally, it provides a personal worksheet to help users keep track of their account switching process, including necessary details such as account numbers and payment methods. Overall, the document serves as a comprehensive resource for businesses transitioning to Chase banking services.
