Step 1: Salary Payments
Have your Salary automatically paid into your new UCU account.
Complete the form below and send it to your Payroll Officer.
Step 2: Direct Credits
Have all your Direct Credits paid into your new UCU account such as rental income, share dividends, or government benefits. These can be identified by looking at your past bank statements.
Complete the letter below and send it to all relevant organisations that currently direct credit to your previous bank account.
Step 3: Direct Debits
Transfer all your Direct Debits such as loan repayments, gym membership or your insurances. These can be identified by looking at your past bank statements.
Complete this letter and send it to all relevant companies that currently direct debit your previous bank account.
Step 4: Close old account
After you have completed steps 1-3, you can now make arrangements to close your old account. Do you have a UniCard so that you can access your funds from your UCU account? Click here for more information.
Complete this letter and send it to your previous bank to advise them to close your account.
This product advice has been prepared without taking into account your objectives, financial situation or needs. Before you make any decisions about this you should consider the appropriateness of the advice for you and read our Investment Statement.