Free Download

Download our Switch Kit

Changing banks can feel a little daunting — but it doesn’t have to be! Provide your contact info below, and we’ll send you our handy Switch Kit, a step-by-step guide that helps you cover all your bases as you make the switch.

Ready to make your move? Now’s a great time to get started! We’ll give you up to $250* when you open new checking and savings accounts and meet requirements. 

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The Switch Kit includes:

  • A checklist of steps to take to make the move easier
  • A direct deposit form to provide your employer to get your paycheck sent to your new account
  • A payments inventory to keep track of getting payment information updated
  • An investments inventory for setting up automatic transfers

Looking for more information about what to look for in a free checking account? Click here.

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*Checking offer not valid for primary accountholder on existing UBT personal checking account(s). Savings offer not valid for primary accountholder on existing Simply Savings or Simply Savings Student account(s). Offer not valid if existing checking or savings accounts closed within the last 120 days. Receive $100 when you open a Simply Free checking account and complete the following within 90 calendar days of account opening: (1) have $500 in electronic direct deposits posted; and (2) enroll in paperless statements via online or mobile banking. Receive $150 when you open an interest-earning checking account (Simply Free Plus, Simply Free Platinum, or Premium Interest Advantage) and complete the following within 90 days of account opening: (1) have $2,500 in electronic direct deposits posted; and (2) enroll in paperless statements via online or mobile banking. Receive $100 when you open a Simply Savings account and complete the following within 90 days of account opening: (1) maintain a $2,500 balance; and (2) enroll in paperless statements via online or mobile banking. Bonus is credited to your active account within 100 days of account opening if you meet requirements. $1,000 opening deposit required on Simply Free Plus checking accounts. Simply Savings requires a $2,500 opening deposit in new money. Various Annual Percentage Yields (APYs) offered for interest-earning checking accounts based on the account and balance maintained. For example, Simply Free Platinum requires a $100 minimum daily balance to earn .20% APY. Simply Savings earns .40% APY. APYs accurate as of 09/24/2024. Fees may reduce earnings; rates subject to change. Promotion offers limited to one new checking account and one new savings account per person and cannot be combined with other offers. Simply Free Platinum accounts are designed for people ages 50 and over. Premium Interest Advantage is limited to residents of Douglas, Sarpy, and Washington counties in Nebraska. Promotions available 07/1/2024 to 11/22/2024. Member FDIC.