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Switch Kit

Switch your checking account to 1st United Bank. It’s easy to do!

We know that switching your checking account from one institution to another can be a time-consuming process. 1st United Bank can help you make the transition to a new 1st United checking account quickly and easily. Just follow the easy steps below to get the process started:

  1. Open a 1st United Bank checking or savings account – 1st United offers unique checking and savings account options designed to meet your needs. Apply Now

  2. Discontinue use of your old checking account - Balance your account and make sure that enough funds are available to cover any outstanding checks, debit card transactions and upcoming withdrawals.

  3. Switch your Direct Deposits - Send our Direct Deposit Request Form to any direct deposit vendors that you may have including payroll from your employer, Social Security or other government deposits, CD interest payments, Child Support deposits, etc. You will need to print one form for each company with which you have an arrangement for direct deposit.

  4. Switch your Automatic Payments - Send our Automatic Payment Request Form to any companies that you are paying through automatic payment/withdrawal. This will provide them with your new 1st United checking account information. This may include Utilities and other payments including Gas, Electric, Phone, Water, Cable/Satellite, Loans, Mortgages, Child Support, Insurance, Cellular service, and much more. You will need to print one form for each company with which you have an arrangement for automatic withdrawal.

  5. Close your old account - Send our Close Account Request Form to the financial institution where you are closing your old checking account. Make sure all checks have cleared and that there is no more activity on the account. If you still have a balance we can even automatically debit your old account to move the money here!

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