You can easily move recurring payments and direct deposits to your Ulster Savings Bank account, all with the click of a mouse. No complicated switch kits or wasting time contacting payees, just an easy process that does the work for you.
An automated payment (or ACH) is a regular, ongoing payment that is initated from your bank account, such as a monthly insurance bill, utility payment or automobile loan payment. Use the checklist below to organize the transfer of your automatic payments to your new account. Take into consideration any annual payments that you may have set up as a deduction.
|Water||Department Store Card|
|Mobile Phone||Automobile Insurance|
|Cable Service||Life/Health Insurance|
|Auto Club (AAA)||Charitable Donations|
|Health Club||Other Loans|
|Credit Card||Miscellaneous Payments|
A direct deposit is any payment that you receive from a person or organization directly into your account. These include payroll direct deposits, government direct deposits (Social Security, Disability, etc.) and divident direct deposits from investment accounts.
Use for login, tracking switch activity and completing switch process.
Account data will be automatically populated into the ClickSWITCH portal. Just click on which billers you'd like to switch and ClickSWITCH takes care of the rest, sending completed account switch forms and a copy of a voided check directly to billers.
Enables you to easily track payments you want to transition to a new account.
The ClickSWITCH portal allows you to view a listing of all switches currently in progress and details regarding each switch. The Switch Summary will also let you know if additional action is needed from you and confirm when a switch has been successful.
Advises you on the approximate amount to leave in your existing account in the event that automated payments are processed prior to the account switch.
Easily initiate closure for previous external accounts once the switch process is complete.
If you have any questions about how to get started with ClickSWITCH, please stop by your nearby Ulster Savings Bank branch location or contact our Customer Service Center at (866) 440-0391 or firstname.lastname@example.org.
Investment, Tax, Payroll and Insurance products and services offered through Ulster Insurance Services, Inc. and Ulster Financial Group, Inc., subsidiaries of Ulster Savings Bank, are NOT FDIC INSURED.
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