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Switching banks can be a hard, so Unity National Bank has created the Switch Kit to assist you in moving your banking relationship.
Follow these simple steps to move your banking relationship
1. OPEN A UNITY NATIONAL BANK CHECKING ACCOUNT. We will help you decide which account best fits your needs.
2. STOP USING YOUR PREVIOUS CHECKING ACCOUNT. Allow time for outstanding checks and debits to clear – usually about 10 days. Destroy your ATM and/or debit card(s), any unused checks, and deposit slips.
3. MOVE YOUR DIRECT DEPOSITS(S) TO UNITY NATIONAL BANK. Notify anyone making direct deposits to your previous account of your new Bank information. Download the direct deposit authorization form to assist you in quickly making this switch.
4. TRANSFER ANY AUTOMATIC PAYMENTS AND DEBIT TO UNITY NATIONAL BANK. Notify anyone deducting automatic payments (mortgage, insurance, gym dues, etc) from your previous account of your new Bank information. Download the Automatic Payment Form to assist you in quickly making this switch.
5. CLOSE YOUR PREVIOUS CHECKING ACCOUNT. After all your checks and automatic payments have cleared, close your previous checking account. Download the form to notify your previous bank of your decision to close your account(s).
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