Switching Is as Easy as 1, 2, 3Three easy steps will help you transfer Direct Deposits, set up automatic payments, and close your old bank accounts.
1. Get Ready to Switch
Open your account online, call 1-877-478-1832, or stop by your local branch. For the Union Bank® nearest you, use our branch locator.
Need help choosing an account? Compare our Checking Account or Savings Account options to find the one that's right for you. Three Easy Steps
2. Make the Switch
Complete the following forms to set up automatic deposits to, and payments from, your new account.
- Employee payroll
- Investment income
- Social Security
Authorize your service providers to electronically debit your new account(s). Automatic payments you may want to switch over or add to your new Union Bank account include:
Account Closure Request
Once you verify that all outstanding transactions (debits and credits) have cleared your former checking account, go ahead and close the account at your former bank.
Now that you have completed the steps above, you're ready to start using your new account and enjoying the benefits of your banking relationship with Union Bank.