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All forms need to be completed, printed, signed, and sent via regular mail to:

First Trade Union Bank
ATTN: Customer Service
PO Box 55063
Boston, MA 02205-8031

Go to: General, Personal or Business forms »


  • Complete this form to convert your current personal or business account to another account of the same type. For example, you can convert your current checking account to a different checking account or your current savings account to a different savings account.

  • Have you moved recently? Make sure that First Trade has accurate contact information for you or your business on file by completing this form. Please note that this request can also be completed through your Online Banking account.

  • Complete this form if you are looking to receive a free Debit or ATM Card for your personal checking, savings or money market account.

  • Not all of our deposit accounts are available via our online application system. If you are looking to apply for an account that you do not see listed there, please complete this form.

  • Provide this completed form to your employer to have a recurring payment deposited directly into your account.

  • If you live in the state of New York, please provide this completed form to your employer to have a recurring payment deposited directly into your account.

  • Link up to three personal accounts to your checking account for overdraft protection.

  • Please complete this form if you are looking to apply for a trust account.

  • If you or your business will ever need to process a wire transfer with First Trade, we will need to have a signed Wire Transfer Agreement on file. Complete one today to make sure you are covered.


1 This form does not need to be returned to First Trade Union Bank.

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