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Simple Switch Kit


It’s simpl•e, open an account online today!

United makes it easy to switch banks.
When you want better service and money-saving products, turn to United Bank. Just follow the simpl•e steps outlined here to switch your bank accounts. Once you do, you can start working toward financial balance with us.

Simpl•e Switch Kit

 
  • STEP 1:

    OPEN YOUR NEW UNITED BANK SIMPL•E CHECKING ACCOUNT
  • STEP 2:

    ARRANGE FOR DIRECT DEPOSIT
    • Start by completing the Simpl•e Switch My Direct Deposits form that is provided.
    • Then, present the completed form to your employer.
    • For VA or Social Security change forms, please call the VA at 1-877-838-2778 or Social Security at 1-800-772-1213, or see a branch staff member to assist you in completing the appropriate forms online.
  • STEP 3:

    TRANSFER AUTOMATIC PAYMENTS
    • Complete the Simpl•e Switch My Automatic Payments form that is provided for each regular transaction you have established.
    • Make as many copies as you need.
  • STEP 4:

    CLOSE OLD CHECKING ACCOUNT
    • Before you close your old account(s), you need to make certain that all checks have paid, and that all of your automatic direct deposit and payments are being received on your new Simpl•e account.
    • Then close your old checking account with your previous bank by completing the Simpl•e Close My Account form
  • STEP 5:

    ENROLL IN UNITED BANK’S ONLINE BANKING
    • A branch staff member can help you with the easy sign up process or go here
    • Simpl•e Switch My Direct Deposits
    • Simpl•e Switch My Automatic Payments
    • Simpl•e Close My Account
 

CONVENIENT FORMS
The included forms can be filled out using your computer, or by printing out and completing by hand.

NEED ADDITIONAL ASSISTANCE?
Call United Bank: 1-866-959-BANK

Simpl•e complete the forms to set-up Direct Deposit, Automatic Payments, and a Request to Close an Account from your old bank.

Open a Simpl•e account today

Apply Now