Seamless Banking Transition: How to Switch to UMe Credit Union with Ease
Discover how you can seamlessly switch to UMe and experience banking that puts U and your needs first!
Embarking on a journey to find the perfect financial institution can often feel like a daunting task. However, with UMe Credit Union, making the switch is simple and easy. Remember, anyone who is part of the Burbank community, whether they live, work, study, worship, or belong to a club in the community, can join. Even those outside of these criteria can join, by making a small donation to the Burbank Arts and Education Foundation to become part of the UMe family.
Explore the step-by-step guide to switching accounts, from gathering necessary documents to closing your old account, ensuring a smooth and stress-free transition:
Understanding the Switch: To become a member of UMe, you must open a savings account. From there, you can explore our other financial products and services such as free checking, ATM card, Visa® Debit Card, and auto, home, and personal loans. Open your account now.
Personalized Guidance Every Step of the Way: With UMe, switching banks is as easy as 1-2-3 and you’re never alone in your banking journey. Explore convenient options for transferring funds, setting up automatic payments, and updating your account information, ensuring that your financial life stays on track during the transition period. Our dedicated team of experts is available to provide personalized guidance and support throughout the process, answering any questions and addressing any concerns you may have along the way.
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.
You may need to notify utility companies, telephone, cable, mortgage, auto insurance, life insurance, and/or 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
Close your old account: Once your automatic payments and deposits are transferred, you can close your old account. But be sure to leave your accounts open long enough for outstanding checks and withdrawals to clear.
Access Tools and Resources: From handy checklists to informative FAQs, UMe Credit Union offers a whole treasure chest of tools and resources to help U navigate the switch with confidence. Dive into our online portal to access everything you need to make the transition as seamless as possible.
Welcome to UMe: Congratulations! You’ve successfully made the switch to UMe Credit Union! Discover the benefits of banking with UMe, from personalized service to competitive rates! Pat yourself on the back because you’ve joined an organization that prioritizes U and your financial well-being above all else.
Transitioning to a new bank might seem daunting, but with UMe Credit Union by your side, the process is as easy as can be. We’re all about U+Me (so much so that it’s even in our name)! Whether you’re looking for personalized guidance, accessible tools, or simply a warm welcome, we’re here to make your banking transition a breeze, because U matter to Me (to all of us) at UMe!
Disclaimer: U matter to Me (all of us) at UMe — and that’s why we do our best to deliver helpful information on our blog. Please note the following: (1) UMe Credit Union works hard to make certain that the information we post here is as accurate as humanly possible. But as you know, information can change and evolve quickly. While we try to update the blog on a regular basis, the content of some older posts may not be correct or up-to-date. (2) Some destinations on the World Wide Web that we link you to will exist on external websites. UMe Credit Union does not officially endorse any connected sites, nor do/did we compensate or get compensated by any entities to be featured in our posts (unless otherwise noted). (3) Everyone’s situation is unique and we advise you to consult with our personal bankers or your finance, tax, or legal professional for advice individualized to you!