Below are some things to bring with you to open your new account:
It’s a good idea to have a few recent bank statements available to review the automated transactions you need to move. Transfer direct deposits from your employer, retirement plan, interest payments or other source of income, such as Social Security.
Keep your finances simple. Close that old account, but before you do, make sure any pending checks have cleared. Once that happens, you can withdraw all remaining funds you have in the account and ask your previous financial institution to close the account.