It’s easy to make the switch to United Financial!

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.

An important note: Leave your old checking account open until all checks, debit card transactions, and direct payments have cleared. Cancel any payments made through your old internet banking and switch to United Financial Net Pay. For your protection, shred all remaining unused checks and cut up old ATM and debit cards from your former financial institution.