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.

1. Join the Credit Union

•  Apply online
•  Apply at a branch
•  Apply by mail. Call 415-775-5377, option 4 for a membership kit.

•  Submit the "Direct Deposit*" form to your employer's Payroll  or Human Resources Department to initiate/change your direct deposit  to your new account at San Francisco FCU. (You should do this  as soon as you receive your direct deposit in your old account,  so you can have it transferred by the next scheduled deposit.)

Note: 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 for additional information. San Francisco Federal Credit Union's Routing & Transit/ABA Number is 321076441.

•  Ensure all checks 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.

•  Complete and submit the Automatic Money Transfer Form (ACH form) to us, and we will setup funds to be debited from another financial institution to your new account at San Francisco Federal Credit Union.

•  After your direct deposit and automatic payments are switched over to your new account at San Francisco Federal Credit Union, send written notice to the financial institution that you are closing the account. Print out and complete the written notice--(HTML or PDF version) .

•  Wait for confirmation from old financial institution that your accounts have been closed. Then, destroy old debit/check cards and old unused checks.

Direct Deposit Forms

•  Direct Deposit Form #1 - for selected City & County 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 AND other companies may be able to accept this form.

•  Direct Deposit Form #2 - For SF City & County employees except for Departments mentioned above.

*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.