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Account Switch Kit

Want to change checking accounts?

Let us help! With our Account Switch Kit, it's easier than ever to move your checking account to The Union Bank. Account Switch Kit is a practical guide that makes short work of moving all of your banking business.

  1. Download our Account Switch Kit. Right click this link and choose "Save Target As" option of the drop-down menu. Then select the location to place the downloaded file and make sure its name spells "account_switch_kit.doc".
  2. Complete the Account Switch Kit.
  3. Review the included New Account Conversion Checklist. Gather the documents and account numbers necessary to switch your account, and bring them with you to your local Union Bank branch.
  4. You and a Customer Service Representative will select The Union Bank account that best suits your needs and open your new account at your convenience.