Forms & 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 automatically be rejected.

 

Savings

Share Savings Globe icon

Direct Deposit Authorization Agreement envelope 

Smart Financial Credit Union's Routing Number is 313083578.


Overdraft Protection Options Form download 

Written Statement of Unauthorized ACH Debit Activity download 

ACH Stop Payment Order download 

Check Stop Payment Order download 

All the forms requires a signature; May be faxed, mailed or dropped off at any Smart Financial Credit Union office.


Debit Cards

Debit Cardholder Dispute Form download 

ATM/ITM Dispute Form download 

Apply for Smart Financial Business Debit Card download

All the forms requires a signature; May be faxed, mailed or dropped off at any Smart Financial Credit Union office.


Loans


Loan Forms

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

 

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

 



Other Forms

International Wire Transfer Authorization Form download 

Domestic Wire Transfer Authorization Form 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. We do not take wire requests via email, phone, or fax.

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.

Online Banking Account Deletion Request Form download