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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 Service Agreement

Download the Online Banking and Online Banking for Business Service Agreement here

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

Web Admin Request

Web Admin Request Form

Direct Connect Application for Quick Books

Direct Connect Application for Quick Books

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