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Financial Documentation - Should it Stay or Should it Go?

As summer is coming to a close and we are getting ready for the fall, it is a great time of year to think about financial cleaning. Do you know what documents to keep and what you can shred?

A Step (or 10) in the Right Direction

A Step in the Right Direction – 10 Steps to Improve Your Financial Health

Offer subject to credit approval. Requires an automatic payment from a Union Bank checking account. Offer valid on applications taken on or before 7/31/17. If Guaranteed Asset Protection (GAP) is purchased in conjunction with the loan, no payment for up to 90 days.

*Offer subject to credit approval. Requires an automatic payment from a Union Bank checking account. Not available on real-estate secured loans, unsecured loans, or CD loans. Offer valid on 2008 models or newer.

**Optional products are offered through SWBC and Mercury Insurance Group, non-affiliates of Union Bank & Trust. Credit approval is not based on the purchase of products from the Bank or a subsidiary of the Bank. You are free to purchase optional products from another source.


Insurance Products: Not FDIC Insured — No Bank Guarantee — May Lose Value


Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.