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Forms

For your convenience, we have provided a list of some commonly used forms that can be printed, filled out and mailed in.  These forms are saved in PDF format with the size of each file in parentheses.  If you are not able to download the forms, click on the Adobe icon to download the latest version of Adobe Reader for free.   Download Adobe Reader for free

 

 

Contact Us:   

Smart Financial Credit Union

P.O. Box 920719
Houston, TX 77292-0719
 
713-850-1600 (local)
800-392-5084 (toll free)
713-622-6860 (fax)
 
For SFCU Office Locations - click here

 

Change of Address

Change of Address Form - (19.39K)
Requires a signature.  May be faxed, mailed or dropped off at any SFCU office.

 


 

ACH

Written Statement of Unauthorized ACH Debit Activity - (42.30K)
Requires a signature.  May be faxed, mailed or dropped off at any SFCU office.  

Single Entry Direct Payment ACH Origination Authorization - (36.30K)
Requires a signature.  Requires a copy of a voided check.  May be faxed, mailed or dropped off at any SFCU office.

Recurring Entry Direct Payment ACH Origination Authorization - (35.56K)
Requires a signature.  Requires a copy of a voided check.  May be faxed, mailed or dropped off at any SFCU office.

 

Checking

Call Center Stop Payment Order (for stops on ACH debits or checks written by a member)- (20.73K)
Requires a signature. May be faxed, mailed or dropped off at any SFCU office.

Telecheck Information - (30.00K)

 

Debit

Debit Card Affidavit of Disputed Items or Unauthorized Use - (17.81K)
Items must be disputed within 60 days. Requires a signature. May be mailed or dropped off ay any SFCU office. (May require additional documentation.)

 

 

Direct Deposit

Direct Deposit Information - (12.01K)

Direct Deposit Sign-Up - (79.14K)
Requires a signature.

Smart Finanical Credit Union's Routing Number is 313083578. 

Loans

Request for Lost Title - (12.30K)
Requires a signature. May be faxed, mailed or dropped off at any SFCU office.

 

Transfer Forms

Automatic Monthly Transfer - (58.20K)
Requires a signature.  May be faxed, mailed or dropped off at any SFCU office.

 

Wires

Wire Authorization - (673.26K)
Requires a signature.  Requires a copy of valid driver's license.  If transfer is equal to or less than $2,500 it may be faxed.  Or, visit any SFCU office for any transfer amount.
   

Instructions for Incoming Wires - (13.62K)

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