The United Bank Simpl e Switch Kit

Transcription

1 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 or Social Security at , 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. CONVENIENT FORMS The included forms can be filled out using your computer, or by printing out and completing by hand. Simpl e Switch My Direct Deposits Simpl e Switch My Automatic Payments Simpl e Close My Account NEED ADDITIONAL ASSISTANCE? Call United Bank: BANK

2 Name of Employer or Organization Name Joint Owner (if applicable) Address Phone Please stop sending automatic deposits to: Name of previous Financial Institution Please begin sending automatic deposits to: The United Bank Simpl e Switch Kit Simpl e Switch My Direct Deposits Fill out this form, making as many copies as you need, and give it to each employer or organization that is automatically depositing funds into your account. To: United Bank 45 Glastonbury Blvd. Glastonbury, CT Toll-free BANK United Bank s routing/transit number is shown below. This number can also be found on the bottom of your checks. Your checking account number may be any number of digits with a trailing symbol as shown below: : : Effective Date / / Signature

3 Simpl e Switch My Automatic Payments Fill out this form, making as many copies as you need, and give it to each organization that is automatically withdrawing payments from your previous checking account. Please keep in mind that this may take up to two weeks to be in effect, so you may want to make this month s payment to avoid any late fees. If you need any help remembering your automatic payments, ask for our Automatic Payment Checklist. To: Payee Payee Account Number: Name Address Phone Please stop withdrawing automatic payments from: Name of previous Financial Institution Please begin withdrawing automatic payments from: United Bank 45 Glastonbury Blvd. Glastonbury, CT Toll-free BANK United Bank s routing/transit number is shown below. This number can also be found on the bottom of your checks. Your checking account number may be any number of digits with a trailing symbol as shown below: : : Account # Checking Savings Effective Date / / Signature version 1.1 last revised: 06/16/2016

4 Check if Payment Applies The United Bank Simpl e Switch Kit Automatic Payment Checklist Use this checklist to help you keep track of automatic payments set up from your previous bank account and would like transferred to your new United Bank account. Reminder: Monitor your bills and your new account closely for the next few months to ensure you haven't missed anything that may cause a problem or incur a fee. Destroy/shred all old forms to protect your privacy. This includes Deposit Slips, Debit cards (ATM and check cards) and old paper checks. Type of Payment or Transfer (review a recent statement from your previous account to identify your payments or transfers) Payee Name Payee Account Number Current Payment Method (check/ automatic debit/ check card/ previous bank s bill pay/ biller s website/ etc.) Desired Payment Method (check/ automatic debit/ check card/ United Bank Bill Pay/ biller s web site/ etc.) Payment Amount Example: credit card Mastercard Credit Card check automatic debit $ Mortgage/Rent Auto Loan/ Lease Insurance (auto, home, life) Electric Gas/Oil Water Telephone Cellular Phone Cable/ Satellite TV Internet Provider Memberships/Subscriptions Credit Cards Department Store Cards Loans (personal, student) Savings/Investments/IRA

5 Simpl e Close My Account To close your account(s) at your previous bank, please complete this form, then mail or hand-deliver it to your previous bank. Be sure to transfer any remaining balances to your new United Bank account(s). Previous Bank Name Name(s) on Account(s) Account Owner Address I have recently changed banks. Please close the accounts listed below and send a check, including all accrued interest, to the address shown above the following address Please Close the Following Accounts Savings Account # Savings Account # Other Account # Address City State For Notary Use Only Zip State of County of ss: (Town/City) On this the day of, 20, before me,, the undersigned officer, personally appeared, known to me (or satisfactorily proven) to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged that he/she/they executed the same for the purposes therein contained. In witness whereof I hereunto set my hand Signature of Notary Public Date Commission Expires: I,, give authorization to close (your printed name) (your previous bank) the accounts listed above. Signature Date / / As soon as possible, you should stop writing checks, initiating payments, and using your ATM/Debit Card to allow all transactions to clear and a final balance amount to be determined. 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.