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Forms And Applications

 

The following forms may be turned in at your nearest branch, emailed or faxed. The email to member services is memberservices@smartcu.org and the fax number is 713-622-6860. All documentation sent to member services via email requires PDF format. Member services handles requests in the order they are received during regular business hours. Requests must be received from the applicable member and documentation received with incorrect, incomplete information, or missing signatures will be automatically be rejected.

 

 


Savings

Direct Deposit Authorization Agreement envelope 

Smart Financial Credit Union's Routing Number is 313083578.


Checking


Debit/Credit Cards


Loans


Loan Extension/Due Date Change Request

For loans opened before 10/19/2011. (In-branch request only, other fees may apply) You will need the following 3 forms:

Subsequent Action Agreement for open end loans download

Updated Information Form download

Loan Extension Fee Form download

For loans opened after 10/19/2011. (In-branch request only, other fees may apply) You will need the following 3 forms:

Modification Agreement for Closed End loans download

Updated Information Form download

Loan Extension Fee Form download



Other Forms

Wire Authorization download 

Wire authorizations can be requested at any of our branches. The Wire Authorization Form requires a wet signature along with a copy of valid driver's license.

Instructions for Incoming Wires download

Change of Address Form download 

Signature and a copy of valid I.D. is required. May be faxed, mailed or dropped off at any Smart Financial Credit Union office.

Indemnification Agreement For Cashier’s Checks Form download

Indemnification Agreement to Remove a Signer Form download