California Medical Association

Now's the time for a financial checkup.


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At Union Bank, we're big on helping to ensure your practice is financially healthy. Understanding that a medical practice requires a banker to have specialized industry knowledge is the driving principle behind our commitment to serving your financial needs. Acting as a single point of contact to Union Bank, your representative leads a team of specialists who work together to identify key areas where our solutions can help increase the financial fitness of your practice.

We've developed a package of discounted banking services specifically for CMA members to accomplish just that, with up to $2,400 in savings offers for your practice.

Business Credit

Save up to $250 in fees on a business loan or line of credit.1,3

Whether you need funds for short-term cash flow, business expansion, or permanent working capital, Union Bank can help with a business loan or line of credit to increase growth while reducing costs.

You may qualify for up to $250 in fee waivers towards either:

  • Your one-time origination fee on a business loanOR
  • Your first year annual fee on a business line of credit

Save up to $1,000 in loan packaging fees on a Small Business Administration (SBA) 7(a) business loan.2,3

The 7(a) loan program is available to meet a variety of business financing needs from business acquisition to debt refinancing. All businesses that are considered for financing under the SBA 7(a) program must be eligible under SBA guidelines.

Equipment Financing documentation fee waiver up to $250.4

Our equipment financing programs provide up to 100% equipment financing and can include certain "soft" costs such as shipping, software, and installation as part of the financing package. This is a great program for practices looking to acquire or upgrade their Electronic Medical Record system.

No Annual Fee Business Credit Card.5

Manage your business purchasing, travel, and entertainment expenses more efficiently while reducing costs. Even earn rewards for every qualifying purchase redeemable for travel, merchandise, or cash back in the form of statement credit.

Business Checking Account

$100 off first order of checks when you open a new Union Bank business checking account.6

Save big on your business necessities.

  • $100 off your first order of business checks when you open a new Union Bank business checking account.

Merchant Services

Earn $200 in reduced fees.7

Switch to Union Bank's Merchant Services program through Elavon for fast, secure and reliable payment processing, and you can receive $200 in reduced fees with a new merchant services account.

  • Waived application fee ($100 value)
  • $100 off the purchase price of a new processing terminal or software capable of supporting multiple doctors within the same office. AND
  • Customized pricing for CMA member practices

Payroll Processing Solutions

Get up to 15% in monthly payroll savings.8,9

Save time and money with convenient payroll solutions. Service provides tax and benefits processing, direct deposit, and checks delivered to you or printed in your office.

  • Receive 15% discount off standard monthly full-service payroll.8 OR
  • 1st month of online payroll, a $29.99 value.9

Treasury Management Solutions

Treasury Management set-up fee waiver offers up to $590.10

Union Bank offers customized payment solutions designed to enhance and streamline the way you receive and process payments. We'll waive the set-up fee on the following services:

  • Remote Deposit Services
  • ACH on the Web
  • Lockbox
  • ACH Electronic Print Authorization
  • InstaTax® - Web
Union Bank will waive the $195 origination fee for line or loan requests of up to $100,000. For line/loan requests of more than $100,000, Union Bank will waive a maximum of $250 of the origination fee.
Union Bank will waive up to $1,000 in the loan packaging fee for Small Business Administration (SBA) 7(a) loans.
Offer valid for completed applications received by 4/30/14 and booked by 5/31/14. Not a commitment to lend. Financing subject to credit and collateral approval. Commercial property collateral must be at least 51% owner-occupied. Offer limited to business customers and collateral located in CA, OR, or WA and not valid with other offers or on existing Union Bank loans. Requires auto debit payment from a Union Bank business checking account. Some out-of-pocket expenses may still apply, such as title insurance, escrow, tax, and recording fees. Other restrictions may apply. Terms and conditions subject to change.
Equipment financing is provided by Marlin Leasing Corporation. Union Bank and Marlin Leasing Corporation are separate legal entities, which are not affiliated with each other in any way by common ownership, management, control, or otherwise. Union Bank makes no representations or warranties as to the suitability, accuracy, completeness or timeliness of the information provided by third parties. Marlin Leasing Corporation's equipment financing subject to lessee credit, collateral, and vendor approval. Restrictions may apply. Fee waiver applies to standard documentation fee. Offer valid for completed applications received by 4/30/14 and booked by 5/31/14.
No annual fee offer applies to Business Edition® Visa® Card, Business Edition® Visa® Card with Maximum Rewards®, or VOX® Business Card. Complete details including restrictions, limitations, and exclusions will be available when you become a cardmember. Visa® cards are issued and serviced by First Bankcard®, a division of First National Bank of Omaha, pursuant to a license from
Visa U.S.A. Inc.®
Valid for first order of business checks and related eligible supplies from Deluxe For Business (Up to $100 value). New business households only. Not valid on reorders. Offer expires 4/30/14.
©Elavon, 2013. Merchant Services provided by Elavon. Subject to credit approval. Business must be approved for a new merchant account by Elavon by 4/30/14.
Offer available for new Paychex clients only and includes basic payroll, payroll tax service, and employee payment options to be credited after processing payroll with Paychex. Subject to change without notice.
Business Online Payroll will waive your monthly processing fee for one month - all other fees apply. Business Online Payroll for $29.99 per month is valid for up to 10 employees, then $1.50 per additional employee per month. Subject to change without notice.
Fee waivers available when treasury management solutions used in conjunction with a Union Bank business checking account. Subject to change without notice.