Worksheets & Checklists

Have everything you need, all in one place. Here you’ll find forms, checklists and worksheets you can download and use to help stay on top of your finances.

Easy Transfer Kit & Forms

Easy Transfer Kit

Automatic Payment Deduction Form

Direct Deposit Sign-up Form

Credit Payoff Form

Account Closure Request Form

Home Loan Application Checklists & Guides

Mortgage Application Checklist for Purchases

What to Expect When Applying for a Loan

Mortgage Application Checklist for Refinancing

First Time Homebuyer Guide

Eight Steps of the Mortgage Process [Infographic]

Online & Mobile Banking

Set Up Account Alerts on Your Smartphone

Choose to receive texts or emails from Key when certain activities happen on your accounts. You set the guidelines to stay in touch with your finances in a way that makes sense for you.

March 2018 Set Up Account Alerts on Your Smartphone

Tools & Resources