It's easy to switch from another financial
institution to San Francisco Federal Credit Union. Switch over
to San Francisco Federal Credit Union in 3 easy steps. Please
use the checklist below. If you have questions, please call us
at (415) 775-5377, option 4.
Three Easy Steps to Switch 1. Join the Credit Union - Learn how to become a member. Visit any branch location or apply online. Call
our Service Center at (415) 775-5377, option 4 for more information, request for a membership kit or to make an appointment to open membership at one of our branches.
2. Make the switch - Download & mail the necessary forms below. And print the checklist to keep as reference.
3.Close your old account - Make sure all checks, card transactions, and scheduled bill payments have cleared your old account. Submit a written notice to close the account.
Switch Kit - Checklist (click here to download PDF version)
Membership Application - Click here for membership application.
Direct Deposit - San Francisco FCU's Routing & Transit/ABA Number is 321076441.
PAYROLL DIRECT DEPOSIT
• For selected City & County of San Francisco employees* such
as Bay Area Quality Management; Conard House, Facility Management,
Inc., Facility Management, Food & Beverages, Haight Ashbury Free
Clinic, Private Industry Council of SF, SF Ballet, SF Housing
Authority, SF Medical Center Outpatients, SF Opera Association,
SF Redevelopment Agency, SF Symphony, please use this Direct
Deposit Form (#1). (Other companies may be
able to accept this.)
• For City & County of San Francisco employees* except for
Departments mentioned above, please use Direct
Deposit Form (#2).
• For all other employers, contact your Payroll
or Human Resources Department to initiate/change your direct
deposit to your new account at San Francisco FCU. Your company may be able to accept this Direct
Deposit Form.
*San Francisco Unified School District employees must complete
the direct deposit form available only at the School District
Office. Please do not complete the Credit Union's direct deposit
form.
RETIREMENT DIRECT DEPOSIT
You can also setup your retirement and Social Security
check to be directly deposited into your Credit Union account.
• For San Francisco City and County Retirees, please call (415) 554-1550
for additional information.
Automatic
Money Transfer Form (ACH form) - setup funds to be debited to your new account from a different account at San Francisco FCU or at another financial institution.
Ensure all checks, card transactions or scheduled bill payments
have cleared your old checking account or leave enough funds in
your old checking account to cover any outstanding debits.
Double-check maturity
dates if transferring a Share Certificate/CD in order to avoid
possible penalties.
Verify that all direct deposits & automatic payments have begun posting to your new checking account at San Francisco Federal Credit Union.
Send written
notice to the financial institution that you are closing the
account. Print and complete the written notice after your direct deposit and automatic payments are switched
over to your new account at San Francisco Federal Credit Union.
Wait for confirmation
that your accounts have been closed at previous financial institution. Then, destroy old debit/check cards and old unused checks.
To learn more about all your credit
union can offer you, please contact us at (415) 775-5377, option
4 or contacts@SanFranciscoFCU.com.