Business Switch Kit
At Union Bank, we value your time and have developed a Business Switch Kit to make moving your relationship simple and convenient in just 3 steps:
- First, open your new Union Bank business account by applying online at oao.ublocal.com (be sure to select Business under the “Type” dropdown at the top of the page), or by stopping at one of our local branch locations.
- Download, print, complete and mail any necessary forms. Follow the Business 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 business account, you may close the account at your old financial institution.
The following forms may need to be completed:
- Direct Deposit Change Request Form
- Automatic Payments Form
- Account Closure Request Form
To get started, download our Business 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!