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Vendor Bank-Change Verification Checklist

Print it, save it, or use it directly the next time a vendor asks to change payment details.

This is the free, one-page version of the process explained in How to Verify a Vendor Bank-Account Change. Work through it top to bottom before any vendor payment-instruction change is applied.

Before You Update Anything

1. The change request has been frozen — no update made to the vendor record yet 2. A phone number for the vendor was located from existing records (invoice, contract, or vendor file) — not from the request itself 3. The vendor was called and verbally confirmed the change 4. The new account details were confirmed digit by digit on the call 5. A second person, independent of the requester, reviewed the verification 6. The verification (who, how, when) was documented in writing 7. Only after all of the above: the vendor record was updated 8. Only after the record was updated: the next payment was released

How to Use This

Keep this open (or printed) while you’re on the phone verifying the change — it’s designed to be worked through in real time.
If you can’t check an item honestly, stop. Do not proceed to the next step until you can.
Checking these boxes does not save anywhere — for a permanent, shareable version your team can file, use the same checklist inside a document or spreadsheet.

Want the full explanation behind each step?

The companion guide walks through why each step exists and what to do if something doesn’t check out.

Read the full guide Take the Readiness Check

Related Resources

This checklist is an educational and operational aid. It is not legal, accounting, or cybersecurity advice, and using it does not guarantee that fraud, error, or loss will not occur.