Funds Transfer Enrollment

Univest's Online Funds Transfer allows you to easily move funds between your personal Univest bank accounts and your other personal accounts at other financial institutions FREE OF CHARGE. Submit the requested information below to enroll in this free service. If you encounter problems during this enrollment process, e-mail web@univest.net, or call 1.877.723.5571 Monday-Friday 8:00 AM through 8:00 PM EST and Saturday 9:00 AM through 1:00 PM EST. To transfer money between your Univest accounts, please use Anytime Online Banking through NetTeller. All fields denoted with * are required fields.

Step 1

Security Information - How We Will Identify You Online

When you want to transfer funds, we will verify your ID using the information below. Please be sure to correctly spell all of your responses.

First Name: *

Last Name: *

Social Security Number: *

  -     -  

Birth Date: *

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E-Mail: *

Phone Number: *   -     -  
Password: *
Must be at least 6 characters long, contain at least one letter, at least one number, and at least one of the following characters: !, @, #, or $
   
Confirm Password: *
 
Please Enter Your Desired Funds Transfer ID *
ID Will Be Created After You Submit This Form
What was the model of your first car? *
What is your mother's maiden name? *
In what town were you born? *
What was your high school's mascot? *

Step 2

Univest Accounts

Specify your Univest deposit or loan accounts that will be used in funds transfer requests.

Account Number 1: * Label For Account 1:
Account Number 2: Label For Account 2:
Account Number 3: Label For Account 3:

Step 3

Non-Univest Accounts
You must be the primary or joint account holder on all enrolled non-Univest accounts. Please enroll only non-Univest accounts for which you are either the primary or joint account holder.

Specify your non-Univest accounts that will be used in funds transfer requests. Only U.S.-based bank accounts may be enrolled.

Account 1
Account Type *
Account Label
Account Number *
Account Owner Name(s) *
Bank / Institution Name *
ABA Routing Number *
 
Account 2
Account Type
Account Label
Account Number
Account Owner Name(s)
Bank / Institution Name
ABA Routing Number
 
Account 3
Account Type
Account Label
Account Number
Account Owner Name(s)
Bank / Institution Name
ABA Routing Number
What Is My Account Number and Routing Number?

Step 4

Agree To Terms

* I understand that Univest Bank and Trust Co.SM will review my submitted data for accuracy and reserves the right to verify all of my submitted information with the associated financial institutions. I also understand that Univest may deny me the service of online funds transfer if the bank is unable to verify my information to Univest's satisfaction. I hereby declare that I am the owner and/or an authorized signer on all of the accounts listed above. I authorize Univest Bank and Trust Co.SM to verify my ownership of the Non-Univest Account(s) listed above by depositing two small amounts of money into each of the account(s). I understand that I must verify the 2 small deposits within 15 days from the date they are deposited. I understand that there is a 5 business day hold before any funds transferred into a Univest deposit account can be accessed. I understand that any credits made to enrolled Univest loans or lines of credit will be made as regular monthly payments and that no principal-only payments can be made using the Anytime Online Funds Transfer tool. I understand that credits made to enrolled Univest loans or lines of credit for which the funds are returned to the original bank for any reason may require me to pay fees on the associated Univest loans or lines of credit.