What are the necessary steps and documentation for transitioning from a Non-O visa to the 800k funding option in Thailand?

Not sure if I’m lucky, or just maybe have done things correctly. My wife had a phone call from our local BB manager requesting we call into the office with some paperwork with regard to my account with them. For her it was her Thai ID, marriage certificate and house book. For me it was passport with current long term visa, bank books and driving licence. She did say there was no problem just a check up to see all was in order. We were there a max 30minutes while she checked everything and gave the all clear. She confirmed I would have no problems getting the 12 months bank statements and bank letter required in order to apply for my next retirement extension. I then visited immigration who confirmed there wouldn’t be a problem changing from monthly 65k transfers to 800k banked money method for my next extension.