Welcome to the Union State Bank DIY Switch Kit Checklist and Forms.  You may download the approprriate form by clicking  the icon below.  To download the FREE Adobe Reader, click here .

     1)  Apply for an account with Union State Bank.

• _____ Choose the Union State Bank account that's right for you.  Take a look at our Deposit Accounts to find the perfect fit.

• _____ Fill out an Account Information Sheet.

• _____ Open your account(s) at Union State Bank.  Click About USB to locate a branch.

** Get a jump start on the account opening process by completing Step 2 before coming in!

     2)  Fill out a Monitor the Switch organizer.  This includes Direct Deposits, Automatic Payments and Outstanding

          Check/Debit Items.

• _____ Fill out Direct Deposit and Automatic Payment forms.  The only number missing will be your new USB account which will be assigned to you at account opening.

     3)  Discontinue using your old bank account(s).  Make sure to leave enough funds in this account to cover any outstanding

           items.

     4)  Destroy all unused checks and deposit tickets.  Contact your old bank to cancel ATM / debit cards.

     5)  Diligently monitor your switch organizer to make sure all payments and deposits are "making the switch."

• _____ Once all the outstanding items and switches are complete, fill out an Account Closing request, contact your old financial institution, and close the account(s).