UMB Business Switch Kit Checklist

Download UMB's Business Switch Kit

Our Business Switch Kit contains a helpful checklist that makes it easy to complete your business account transfer to UMB in just six steps.

Gather the required documents listed on page 2 of the Switch Kit PDF for your business type

Open a UMB business checking account

Stop using your old business checking account

Switch your recurring payment activity

Notify your financial service providers

Close old business checking account

If you have questions about this process, or to inquire about additional services, please contact your nearest branch or your relationship manager.