Switch Kit
At Union Bank, we value your time and have developed a Switch Kit to make moving your relationship simple and convenient in just 3 steps:
- First, open your new Union Bank account by applying online at oao.ublocal.com, or by stopping at one of our local branch locations.
- Download, print, complete and mail any necessary forms. Follow the Switch Kit Checklist & Forms document to track both the forms completed and your progress.
- Once you verify that all checks, card transactions, and scheduled direct deposits and/payments have been switched to your new Union Bank account, you may close the account at your old financial institution.
Switching Direct Deposits For Online Account Opening
Switching direct deposits can be a big challenge when opening a new account online, but with our Direct Deposit Switching tool powered by Pinwheel, this experience is streamlined.
A service available to those who open an account online, Pinwheel securely matches your personal information against thousands of payroll platforms and providers, allowing you to easily locate your payroll provider and switch your direct deposit, without needing to contact your employer.
The following forms may need to be completed:
- Direct Deposit Change Request Form
- Please Note: To change Social Security deposits, visit a social security office in person or create an online account at www.ssa.gov/deposit/howtosign.
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- Please Note: To change Social Security deposits, visit a social security office in person or create an online account at www.ssa.gov/deposit/howtosign.
- Automatic Payment Form
- Account Closure Request Form
To get started, download our Switch Kit Checklist & Forms document. This will provide all the form templates needed, which you can fill out and mail. Then simply mark off the completed steps on the checklist to confirm when you’ve completed the switch!