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

Direct Deposit Authorization Agreement

Smart Financial Credit Union's Routing Number is 313083578.

Checking

Checking Accounts

Overdraft Protection Options Form

Written Statement of Unauthorized ACH Debit Activity

ACH Stop Payment Order

Check Stop Payment Order

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

ATM/ITM Dispute Form

Apply for Smart Financial Business Debit Card

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

Loans

Apply for Personal or Signature Loan

Apply for Auto or Recreational Vehicle Loan

Apply for Business Loan

Internal Pre-Authorized Transfer Form for Loans (from Smart account to loan)

ACH Loan Automatic Payment Authorization Form (from external checking to loan)

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

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

Updated Information Form

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

Updated Information Form

Mortgages/Home Equity

Apply for Home Mortgage Loan

Apply for Home Equity Loan

Apply for Home Improvement Loan

Other Forms

International Wire Transfer Authorization Form

Domestic Wire Transfer Authorization Form

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

Change of Address Form

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