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Switch Your Checking Account in 5 Easy Steps
We can help you make the change or you can print these forms and complete them at your convenience.
1. Direct Deposit / Automatic Payments - Standard Changes Request Form
Move your direct deposits to your new checking account. Most companies will allow you to use this form to make the change.
or Direct Deposit / Automatic Payments - Government Agency Request Form
This is the official government form that will instruct Social Security or other Federal Government Agencies to change your benefit check or direct deposit to your Uwharrie Bank account.
2. Automated Payments - Change Request Form
Redirect your payments to your new checking account. Most companies will allow you to use this form to make the change. Should you need help, your Uwharrie Bank representative can assist you.
3. Online Banking & Bill Payment - Enrollment Information
To enroll in Uwharrie Bank Online Banking, go to www.Uwharrie.com and click the link "Enroll", found under the LOG IN button (top-left of page) and follow the instructions for enrollment. You will need your social security number and Uwharrie Bank checking account number.
4. Account Balance - Personal Worksheet
Balance your old checking account. This Account Balance Worksheet will help you know what is available in your old checking account for deposit into your new Uwharrie Bank account.
5. Account Closing - Authorization Letter
Close your old checking account. You can use this letter to notify your previous financial institution that you are closing an account and having funds directed to your new Uwharrie Bank account.