Switch Kit

Step 1: OPEN A NEW ACCOUNT WITH USLA

Stop into any of our local branches to open an account. Bring your driver’s license with you and have your social security number and birth date ready to provide to the new account specialist. Some USLA accounts require a minimum balance to open the accounts, be prepared to make a deposit into your new account.

Step 2: MOVE YOUR AUTOMATIC PAYMENTS AND DEPOSITS TO YOUR NEW ACCOUNT

We’ve provided the forms you’ll need, just fill in the blanks and sign. Or, bring us a list of your payees and companies that credit your account, and we’ll help you.

Step 3: CLOSE YOUR OLD ACCOUNT

We’ve provided a letter that notifies your old bank about the accounts you are closing and gives directions for disbursement of any remaining funds. Just make sure all of your checks have cleared and your automatic payments and deposits have been switched before you close your account.