For further account terms and conditions information about Union Bank products and services, please review the disclosures and agreements
Checking and Savings account documents
Checking and Savings forms and documents
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
Individual Retirement Account disclosures and agreements
Inherited Roth Individual Retirement Custodial Account Agreement
Inherited Individual Retirement Custodial Account Agreement
Roth Individual Retirement Custodial Account Agreement
Simple Individual Retirement Custodial Account Agreement
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
IRA & Small Business Retirement Plans Fee Schedule including Coverdell Education Savings Accounts
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 Schedule
Web Admin Request
Direct Connect Application for Quick Books