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Switching Is as Easy as 1, 2, 3

Three 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. 3 Easy Steps

2. Make the Switch
Complete the following forms to set up automatic deposits to, and payments from, your new account.

Direct Deposit Authorization

Give permission to employers or other companies to establish Direct Deposit into your new account. Automatic deposits you may want to switch over or add to your new Union Bank account include:
  • Employee payroll
  • Investment income
  • Pension/retirement
  • Social Security
Automatic Payment Authorization
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:
  • Cable
  • Auto loan  
  • Cell phone
  • Credit card
  • Day care
  • Electric
  • Gas
  • Health club
  • Internet Service Provider
  • Insurance
  • Mortgage/rent
  • Telephone
  • Water
3. Complete Your Switch

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.
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