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 1-877-838-2778 or Social Security at 1-800-772-1213, 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.
My Information
____________________________________________________________________________________________________________________________ Name
____________________________________________________________________________________________________________________________ Joint Owner (if applicable)
____________________________________________________________________________________________________________________________ Address
____________________________________________________________________________________________________________________________ City, State, Zip
____________________________________________________________________________________________________________________________ Phone
Please stop sending automatic deposits to: ___________________________________________________
Name of previous Financial Institution
Please begin sending automatic deposits to:
United Bank
45 Glastonbury Blvd.
Glastonbury, CT
06033 Toll-free
866-959-BANK
Checking Account # ________________________________________
Amount or % of Deposit ________________________
Checking Account # ________________________________________
Amount or % of Deposit ________________________
Checking Account # ________________________________________
Amount or % of Deposit ________________________
Savings Account # _________________________________________
Amount or % of Deposit ________________________
Savings Account # _________________________________________
Amount or % of Deposit ________________________
Savings Account # _________________________________________
Amount or % of Deposit ________________________
Effective Date ______/______/___________ Signature_____________________________________________________
Name of Employer or Organization
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’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:
My Information
______________________________________________________________________________________________________________________________ Name ______________________________________________________________________________________________________________________________ Address ______________________________________________________________________________________________________________________________ City, State, Zip______________________________________________________________________________________________________________________________ Phone
Payee
Payee Account Number: _________________________________________________________________
Please stop withdrawing automatic payments from: ______________________________________________
Name of previous Financial Institution
Please begin withdrawing automatic payments from:
United Bank
45 Glastonbury Blvd. Glastonbury, CT 06033 Toll-free 866-959-BANK
Account # _____________________________________________
Checking
Savings
Effective Date ______/______/___________ Signature_____________________________________________________
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: _________________________________________________________________________________
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:
Check if Payment Applies
Type of Payment or Transfer (review a recent statement from your previous account to identify your
pay-ments 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
1234-5678-9012
check
automatic debit
$100.00
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
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.
Address
________________________________
City _____________________________________________ State _____________ Zip__________________________Please Close the Following Accounts
Checking Account # __________________________________
Checking Account # __________________________________
Checking Account # __________________________________
Savings Account #
_________________________________
Savings Account #
_________________________________
Other Account # ___________________________________
I, _____________________________ , give _____________________________ authorization to close
(your printed name) (your previous bank)
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).
My Information
______________________________________________________________________________________________________________________________ Previous Bank Name
______________________________________________________________________________________________________________________________ Name(s) on Account(s)
______________________________________________________________________________________________________________________________ Account Owner Address
______________________________________________________________________________________________________________________________ City, State, Zip
