Use this checklist to double-check any payments or withdrawals linked to your old account.
Household & Utilities
☐ Electric
☐ Gas
☐ Water / Sewer
☐ Trash / Recycling
☐ Internet
☐ Cable / Streaming TV
☐ Home security / monitoring
Phone & Connectivity
☐ Mobile phone plan
☐ Device financing plans
☐ Cloud storage (iCloud, Google, etc.)
Subscriptions & Memberships
☐ Streaming services (Netflix, Hulu, Disney+, etc.)
☐ Music (Spotify, Apple Music, etc.)
☐ News or magazine subscriptions
☐ Gym or fitness memberships
☐ Apps with monthly fees
Transportation
☐ Auto loan payments
☐ Auto insurance
☐ Gas or charging subscriptions
☐ Parking or toll accounts
☐ Rideshare or delivery apps
Insurance & Health
☐ Health insurance premiums
☐ Dental / vision insurance
☐ Life insurance
☐ Prescription or pharmacy subscriptions
Education & Child Expenses
☐ Tuition payments
☐ Daycare or after-school programs
☐ Lunch accounts
☐ Activity or sports fees
Loans & Credit
☐ Credit card payments
☐ Personal loans
☐ Student loans
☐ Mortgage or rent
☐ Home equity or line of credit
Other Common Withdrawals
☐ Charitable donations
☐ Membership dues
☐ HOA fees
☐ Professional subscriptions
☐ Any payments scheduled through bill pay
☐ Review your last 1–2 months of statements to catch anything you may have forgotten.
You don’t need to switch everything at once. Start with your most important payments and move the rest over when you’re ready.