make the join the community make the switch

Make the

Switch Kit

JOIN THE COMMUNITY

MAKE THE SWITCH

Switch banks in a few easy steps.

Switching banks doesn’t have to be a hassle. You’re looking at United Com-

munity Bank’s Switch Kit, containing everything you need to move your

accounts over to Your Community Bank.

We won’t treat you like a number. We appreciate your business and want

to help you reach your financial goals, and we have a variety of convenient

financial tools to help.

Thank you for giving us the opportunity to serve you.

How to Make the Switch

What’s needed to open an account?

Photo ID Previous bank statement Bill with current address

Step 1: Open your UCB account by applying online or by stopping by a

branch. It will be helpful to you to learn

your new account number(s) and our

routing number (091210074)

Step 2: Start using your UCB account for all daily transactions and stop using your old account.

(See included form.)

or deposits that are tied to your old account to your UCB account.


Make sure to allow enough time for any outstanding checks, debit card

purchases, and final automatic withdrawals to clear. Use the attached

form to notify your former bank. Then, destroy your unused checks, ATM &

debit cards, and deposit slips, or bring them to us and we will shred them.


Step 3: Sign up for or update your direct deposit.

Step 4: Transfer any reoccurring, automatic payments

Step 5: Close your old accounts.

Automatic Payment or Withdrawal Authorization Change Form

Use this form to change your Automatic Payments or Withdrawals to United Community

Bank (e.g. loan payment, insurance payment, transfers to brokerage accounts or savings

accounts).

Date: __________________

To: _________________________________ (Company Name)

_________________________________ (Address of Company)

_________________________________ (City, State, Zip)

_________________________________ (Account number)

091210074 (UCB Routing Number)

From: _________________________________ (Name)

_________________________________ (Home Address)

_________________________________ (City, State, Zip)

I have opened a new account at United Community Bank. Please adjust your records so that my electronic

payments to you are deducted from this new account. Please send me confirmation of when the change will

take place.

Thank you.

(Customer Signature)

Attached is a voided check from my account.

Make additional copies as needed.

Don’t forget: Home Mortgage

Auto Loans Utilities

Insurance Cable/Internet

Gym/Club Memberships Credit Cards Investments Subscriptions

Charity Donations

Direct Deposit Enrollment

Direct deposit electronically puts your income directly in your bank account.

No waiting for a check or rushing to the bank. Plus, it’s free!

Signing Up

Inquire with your employer about any required forms they have; if nothing is

in place, use the following generic form. Make sure to fill it out with your NEW

account and routing numbers. Then, hand it in to your HR or payroll personnel.

For setting up Social Security direct deposit, call 1-800-772-1213 (you will need

routing and account numbers for bank currently set up) or visit

www.socialsecurity.gov and go to My Social Security. Our bankers can also

assist with this enrollment.

Important Note

Make sure to maintain your account at your previous bank until the direct

deposit is switched over to your UCB account.

PAYCHECK | SOCIAL SECURITY | DIVIDENDS | VA COMPENSATION

RETIREMENT/PENSION INCOME | INTEREST INCOME

Direct Deposit Enrollment/Change

Please complete this form for your employer or other depositor if no other form(s) has been pro-

vided to you. This form will notify the depositor that you want your proceeds (paycheck) depos-

ited directly into your specified UCB accounts.

Depositor Information

_________________________________ (Company Name)

_________________________________ (Address of Company)

_________________________________ (City, State, Zip)

My Information

_________________________________ (Name)

________________________________ (Home Address)

_________________________________ (City, State, Zip)

UCB Routing Number: 091210074

Account Number: __________________

Circle acct. type: checking savings

I hereby authorize _______________________________________________ to make deposits to my United

Community Bank account indicated above.

________________________________ ________________ ________________________

account holder signature date phone

________________________________ ________________ ________________________

account holder signature date phone

If available, attached is a voided check from my account.

COMPLETE IF YOU HAVE AN EXISTING DIRECT DEPOSIT This letter serves as the authorization to change the account information for automatic deposits in

the name of _________________________________, my old account number ____________________.

I have changed accounts to United Community Bank and the current account number you are

using will no longer be valid. Effective immediately my new account information for direct deposit

is as follows:

COMPLETE IF THIS IS A NEW DIRECT DEPOSIT This letter serves as the authorization to make automatic deposits according to the account

information for direct deposit below:

Close Account Notice

To: From:

Please close the account(s) noted below and mail the balance, including any accrued interest, to my home

address listed above.

All transactions have cleared the account(s) and all direct deposits and/or automatic payments have been

stopped.

Authorization to Close Account(s)

Account Number: __________________ [ ] checking [ ] savings [ ] CD






I hereby authorize the closure of the above accounts. All of my checks have cleared the account to be closed and all direct deposits and automatic payments have been stopped. _________________________________________ ______________________ Signature Date __________________________________________ ______________________ Signature (Joint Owner) Date

Welcome to the

community!

Thank you for

your business.

United Community

Bank is independently

owned and operated

and committed to

empowering the

community to achieve

their financial goals.

PERHAM MAIN OFFICE 218.346.5700

301 W Main Street

Perham, MN 56573

DEAN’S BRANCH 218.346.5707

211 Market Drive

Perham, MN 56573

FRAZEE OFFICE 218.334.5500

122 W Main

Frazee, MN 56544

DENT OFFICE 218.758.2100

101 1st Avenue N

Dent, MN 56528

make the join the community make the switch

Documents