If your organization needs to change the two-factor authenticated (2FA) user for banking purposes, you’ll need to submit a request through our secure partner file-sharing tool.
Follow the steps below to complete the change successfully.
✅ Step 1: Gather Required Information
Before submitting your request, collect the following information about the new authorized user:
Information Needed | Description |
Full Name | Legal name of the new user |
Email Address | Work or personal email that will be used for banking access |
Phone Number | Used for two-factor authentication |
Social Security Number (SSN) | Required for identity verification |
Residential Address | Street, city, state, and ZIP code |
Government-Issued ID | Front and back image required (e.g., driver’s license or passport) |
📝 Step 2: Create a Word Document
Open a blank Word document.
At the top, include a short statement like the example below:
"We are requesting a change to the primary two-factor authentication user on our account. Please update the contact to the individual listed below."
Below the statement, paste the following five pieces of information you gathered:
Name
Email
Phone
SSN
Address
💡 Tip: Do not include the ID images in the Word document—these will be uploaded separately in the next step.
🔒 Step 3: Upload Files via Secure Link
Click the link below to open Unit’s secure file sharing tool:
Once the page loads:
Upload the Word document you created in Step 2.
Upload the front and back images of the user’s ID (two separate image files).
✅ What Happens Next?
After uploading all materials:
Your request will be reviewed by Unit’s compliance team.
If any additional information is needed, they will reach out to the email or phone number you provided.
Once verified, the 2FA user will be updated.
Sample Word Document Content
Here is an example of what your Word document might look like:
Subject: Request to Change Primary 2FA User on Bank Account
We are requesting a change to the primary two-factor authentication user on our account. Please update the contact to the individual listed below.
Name: Jordan Smith
Email: jordan.smith@email.com
Phone: (555) 123-4567
SSN: 123-45-6789
Address: 123 Main Street, Denver, CO 80202