When you use the UNB simple switch kit, changing banks has never
been so easy! Use the checklist below to help track your progress.
Simply mark off each item as you complete it to be sure you don’t
Step 1: Open your new accounts at UNB.
Step 2: Leave enough money in your “old” account to cover any
Step 3: List the Direct Deposits and Automatic Payments that need to be changed
from "old" to "new" account using the Conversion
Step 4: Send written notice to all companies that directly
deposit to your “old” account using the Direct Deposit Authorization Form.
- Employer deposits
- Government deposits
- Child Support
- Court ordered deposits
- Brokerage deposits
- Social Security
Send written notice to all companies that process automatic
payments to your “old” account using the Auto Payment Change
- Vehicle Payments
- Credit cards
- Club Dues
Confirm all direct deposits and automatic payments have been
changed to your “new” account at UNB.
Step 7: Send written notice to your “old” financial institution requesting
to close your account using the Account Closing Request.
Remember that UNB’s deposit administrators are always more
than willing to help you. Feel free to contact us any time so we may be of assistance!