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Switch to Union Bank

Moving your business banking relationship to Union Bank is as simple as 1-2-3. Just download this form and follow these steps to make the switch today:

1. Get Ready to Switch

Open your Union Bank account(s) by calling us at 1-888-818-6060 or stopping by your local banking office. For the Union Bank nearest you, use our branch locator.

Need help choosing the right account? Compare our options online for business checking, savings, or money market accounts.

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Make sure you’re prepared to open your new account. Review the documents required to open a business account.

2. Make the Switch

Ensure the following banking services that were linked to your former bank account(s) are canceled and/or transferred to Union Bank (be sure to have your new Union Bank account number(s) handy):

Cancel or transfer from your former banking services Learn about Union Bank's services 
Electronic debits and credits (ACH). Inform your vendors, suppliers, and others who electronically debit your account(s) to process electronic payments from your new Union Bank account. Electronic Debit and Credit Services
Online banking service. Transfer any recurring payments from your former online service to Union Bank online business banking and bill payment services.

Internet Business Banking

Online Bill Pay

Merchant Services deposits. Make your Merchant Card Services deposits to your new Union Bank account(s) and transfer your Merchant Card Services to Union Bank for next-day fund availability. Merchant Card Services
Payroll debits. Contact your current payroll provider to begin processing payroll from your new Union Bank account(s). Ask us for a free quote on a payroll plan that's cost-effective for you and flexible for your employees. Payroll Services
Other banking services. Review your past bank statements for any other services tied to your former business account(s), such as wires, tax payments, and cash-handling products. Let us provide you free quotes on any of our cash management services to create customized solutions to your specific needs. Cash Management Services

3. Complete Your Switch

Once you are certain that all outstanding checks and debits have cleared on your former account(s) and all services listed above have been transferred to Union Bank, go ahead and close your business account(s) at your former bank. Now, start enjoying the value and benefits of your new banking relationship with Union Bank.
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