Summary
This guide outlines the steps necessary for transitioning to a new Comerica Bank checking account. It begins with the enrollment process in Comerica Web Banking and the setup of mobile banking features, including Comerica Web Bill Pay and paperless statements. The guide details how to organize transactions by identifying automatic deposits and payments, as well as outstanding checks from the former account. It emphasizes the importance of moving direct deposits and setting up automatic payments to ensure a seamless transition. Additionally, it provides instructions for tracking account activity during the transition and closing the former checking account. The guide includes worksheets for tracking automatic deposits and payments, as well as forms for transferring direct deposits and automatic payments. It concludes with a reminder to maintain sufficient funds in both accounts until all transactions are cleared and to destroy any unused checks and cards from the old account.
