Once you’ve opened your new United Financial Credit Union account(s), you can switch everything over from your old account(s) in three easy steps. Print off our Switch Kit for all of the forms and an easy checklist.
Step 1 – Direct deposit
If you had direct deposit to your old account, you can continue to do that with your United Financial account. Just complete the Direct Deposit Switch Form and give it to your employer.
Step 2 – Automatic Withdrawals
Any bill payments that were automatically deducted from your old account can be easily switched to your United Financial account. Fill out the Automatic Withdrawal Change Form and send it to each company that makes an automatic deduction.
Step 3 – Closing an account
To close your old account(s), simply fill out the Please Close My Account Form and mail it to your former financial institution.