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Switch to Uwharrie Bank

Switching your checking account to Uwharrie Bank made easy and convenient in 5 steps. We can help you make the change or you can print and complete the forms below 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.
  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. Contact a Uwharrie Bank representative if you need assistance.
  3. Online Banking & Bill Payment – Enrollment Information
    To enroll in Uwharrie Bank Online Banking, go to Uwharrie.com and click “Enroll” under the login button, then follow the instructions for enrollment. You will need your social security number and Uwharrie Bank checking account number.
  4. Account Balance – Personal Worksheet
    This Account Balance Worksheet will help you determine 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. Use this letter to notify your previous financial institution and have funds directed to your new Uwharrie Bank account.