San Francisco Federal Credit Union
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Switch Financial Institutions

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.

For Social Security Checks, please call (800) 772-1213 or visit www.ssa.gov/deposit/howtosign.htm 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.

 

   
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This credit union is federally insured by the National Credit Union Administration. "5 Stars Superior" rating for
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We do business in accordance with
the Federal Fair Housing Law and
the Equal Credit Opportunity Act.