Switching Banks: A Simple Guide | Union Community Bank
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Switching Banks: A Simple Guide

Is the fear of hassle and paperwork standing between you and the bank that puts you first? There’s a lot involved in banking and you probably have a lot of questions. How do you make sure everything transfers over correctly? How do you transfer all of your automatic payments to your new account? Will you have to spend a lot of time dealing with your old bank? What if we told you that we have the answers to those questions and can remove those obstacles to make switching banks simple? From the moment you decide to join Union Community Bank, we are ready to partner with you to simplify your banking – that includes making the switch.

We are excited to have you join us and want to make the process of switching banks as simple as possible. Our Union Trusted Advisors have assembled a Union Community Bank Account Switch Kit, so you have everything you need to make the switch and stay organized – all in one place.

Switching Banks Made Easy

The Union Community Bank Switch Kit has four simple forms that make switching banks easy!

Switch Kit Checklist

With many different transactions now being set for automatic payment and direct deposit, it can be daunting trying to keep track of every payment and deposit connected to your old account. Take the stress out of remembering every transfer that you need to make with our simple Switch Kit Checklist. Tackle your list one item at a time and rest-assured that nothing has been missed as you make your switch to Union Community Bank.

Union Switch Kit switching banks checklist

Automatic Payment Authorization Letter

Once you have determined what automatic payments are tied to your old account, the next step is to inform those accounts of the switch. Our easy-to-use form letter can be sent to transfer all your automatic payments to your new Union account.

switching banks automatic payment authorization letterhead

Direct Deposit Authorization Letter

If you’re receiving direct deposits, you don’t want to miss pay day while you’re switching your account. Use this quick form letter to ensure your direct deposits are all made to your new Union Account.

switching banks direct deposit authorization letterhead

Account Closing Letter

To avoid an uncomfortable visit to your old bank, we’ve created a simple letter that you can send to them to close your account. This straightforward letter lists all of the accounts you have with that bank and lets them know you’re closing your account. Just another way we’re helping make your switch easy.

switching banks account closing letterhead

Switch Today

Start the process of switching banks today. Begin filling out the Union Community Bank Account Switch Kit and contact a Union Trusted Advisor or visit your local Union Community branch location with any questions you may have. We are excited for you to join Union Community Bank, where we put you first.

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