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The Private Bank

For further account terms and conditions information about Union Bank products and services, please review the disclosures and agreements

Checking and Savings account documents

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Checking and Savings disclosures and agreements

Individual Retirement Account disclosures and agreements

Checking and Savings forms and documents

Personal Accounts & Services Disclosure and Agreement and Personal Accounts Fee Schedule

Download Personal Accounts & Services Disclosure and Agreement" and "Personal Accounts Fee Schedule

Online Banking Agreement

Download the Online Banking Agreement

Online Banking User Authorization Form

To add, remove or change user authorization in your small business online banking account download this form

Cash Reserve Account Agreement and Disclosure

Download the Cash Reserve Account Agreement and Disclosure

"Time Deposit Accounts Disclosure" for Personal and Business

Download the "Time Deposit Accounts Disclosure" for Personal and Business

eSign Consent

Download the eSign Consent agreement

Individual Retirement Account disclosures and agreements

Inherited Roth Individual Retirement Custodial Account Agreement

Download the Inherited Roth Individual Retirement Custodial Account Agreement

Inherited Individual Retirement Custodial Account Agreement

Download the Inherited Individual Retirement Custodial Account Agreement

Roth Individual Retirement Custodial Account Agreement

Download the Roth Individual Retirement Custodial Account Agreement

Simple Individual Retirement Custodial Account Agreement

Download the Simple Individual Retirement Custodial Account Agreement

Traditional/SEP Individual Retirement Custodial Account Agreement

Download the Traditional/SEP Individual Retirement Custodial Account Agreement

Coverdell ESA Custodial Account Agreement

Download the Coverdell ESA Custodial Account Agreement

Union Bank Individual Retirement Accounts & Services Disclosure and Agreement

Download the Union Bank Individual Retirement Accounts & Services Disclosure and Agreement

IRAs & Small Bus Retirement Plans Fee Schedule

Download the IRAs & Small Bus Retirement Plans Fee Schedule

Other common forms and dispute information

Written Statement of Unauthorized Consumer ACH Debit Activity

Report an error of an ACH entry or request an ACH Stop Payment using the Written Statement of Unauthorized Consumer ACH Debit Activity

For more information on PDF files, click here. 

Verification of Deposit Request

For Union Bank® customers and third parties requiring account ratings, verification, or confirmation. Download the Verification of Deposit Request form.

Disputes

You can provide the requested documentation to a Union Bank branch of your choice or by mail or fax.

Our mailing address:     

Union Bank
Dispute Resolution T-64E-6469
P.O. Box 66515
Phoenix, AZ 85082-6515

Fax:
1-714-985-5934

ACH Disputes

To file a claim of dispute, complete the Declaration of Claimant and one Written Statement of Unauthorized Consumer ACH Debit Activity for each transaction. Completion of this form may assist in the recovery of your funds under protection provided by the National Automated Clearing House Association (NACHA) rules and regulations.

ATM debit card and bill pay disputes

To file a claim of dispute, complete the Declaration of Claimant.

Business Checking

Business Checking Fee Schedules

Fee Schedule for California

Fee Schedule for Washington & Oregon

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By clicking on the link below, you will leave the Union Bank website and enter a privately owned website created, operated, and maintained by another unaffiliated business. By linking to the website of this private business, Union Bank is not endorsing its products, services, or privacy or security policies. If you accept third-party goods or services advertised at our website, the third party may be able to identify that you have a relationship with us (for example, if the offer was made only through our site).

The information that this private business collects and maintains as a result of your visit to its Web site, and the manner in which it does so, may differ from the information that Union Bank collects and maintains. (Refer to the Privacy & Security section for privacy protections Union Bank provides to its Web site visitors). If you provide the business with information, its use of that inforation will be subject to that business's privacy policy. We recommend you review their information collection policy, or terms and conditions to fully understand what that business collects. We are not responsible for the information collection practices of the other Web sites that you visit and urge you to review their privacy policies before you provide them with any personally identifiable information.

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