We are going to create an almost new set of deposit accounts and then convert the existing account base into that set. I'm going to send a mailing to all deposit account customers letting them know each account type we have and the account type to which it will be converted. I'm developing a chart that shows the name of the existing account and then the name of the account type to which it will be converted. I'm going to show specific items such as minimum balance to open, monthly service charge fees (including dormant fees, excess debit fees, per check fees, etc.), whether or not interest is paic (I'm not concerned about the interest rate as all of the existing account agreements allow us to change interest rates at any time without notice).
Before I go reinvent the wheel, has someone developed a similar chart that I can adapt? And what 'introduction' did you give to discuss the reasons for the change (if any were given)?
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I hear and I forget. I see and I remember. I do and I understand.--Confucius