Direct Deposit Setup Checklist
A direct deposit setup checklist puts the bank routing numbers on the payroll form and keeps the old account open until payday hits.
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A direct deposit setup checklist puts the bank routing numbers on the payroll form and keeps the old account open until payday hits.
People close the old bank the same afternoon and miss a deposit that was already in flight.
Why This Happens
The confirmation screen feels final, and the debit card number looks official.
What's Inside
Interactive direct deposit setup checklist with numbers, payroll form, first payday, and shred zones plus a done gate. Not a tax form. Instant download, printable.
Quick Tips
Use the bank account number, not the debit card
Leave the old account open one payday
Submit only through your employer payroll
Pairs well with: W 4 Withholding Checklist, Open Enrollment Checklist, Hsa Contribution Checklist, Fsa Year End Checklist
Frequently Asked Questions
Is the debit card number the account number?
No. This direct deposit setup checklist uses routing and account numbers from a check or the bank. The number on the card is not what payroll deposits to.
When does the first deposit switch?
Often the next full pay cycle, not the day you submit. Ask payroll and watch that payday.
Can I close the old account now?
Wait until one deposit has landed in the new account.
Does this change my taxes?
No. Withholding is the W-4. This list is only where the net pay is sent.
Reviews
Common questions
How do I get my checklist after buying?
You'll get an instant download link in your order confirmation email, plus access to the interactive version if you're a subscriber.
Does this work on my phone?
Yes. Every checklist is built mobile responsive, with clickable checkboxes that work in any browser.
Can I print it?
Yes, every checklist includes a clean printable version alongside the interactive one.