switch your account

Everything you need to move your account to UMe is here. We would be happy to help you navigate the switch. Simply give us a call at 818) 238.2900. We can help guide you through the process of becoming a member of UMe.

Step One: Open your new account
To become a member of UMe, you must have a Savings Account. We also offer other financial products and services such as Checking, ATM Card, Visa® Debit Card and more. Visit the UMe at 3000 West Magnolia Boulevard in Magnolia Park to open your account.

Step Two: Transfer automatic payments and deposits
Once your new account is opened, you’ll need to notify companies and financial institutions that make automatic withdrawals from your old account.

These may include utility companies, telephone, cable, mortgage, auto insurance, life insurance, and anyone else that you pay through automatic transfers. You also will need to notify any company that makes automatic deposits into your account, such as Direct Deposit through your employer.

We’ve included two downloadable forms to use to notify all parties of the switch. Check with the involved parties to make sure they will accept this form. Some parties may require you to fill out a form of their own.

  Switch Your Automatic Payment form
  Switch Your Direct Deposit form

Step Three: Close your old account
Now that your automatic payments and deposits are transferred, you can close your old account. Be sure to leave your accounts open long enough for outstanding checks and withdrawals to clear. Included in this Switch Kit is a form to help you close your old account.

  Close Your Account form

Step Four: Relax
Welcome to the Credit Union! Now that you are a part of the UMe family, be sure to stop by our branch and say hello!