If you’re looking for The Summit Federal Credit Union's forms, you’ve come to the right place!

When conducting transactions, please note that The Summit’s Routing and Transit Number is 222382315.


Account Management

Icon - Account Maintenance Fee Income Exemption

Account Maintenance Fee Income Exemption

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Icon - ACH Dispute

ACH Dispute

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Icon - Change of Address

Change of Address

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Icon - Check Copy Request

Check Copy Request

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Icon - Checking Account Reconciliation

Checking Account Reconciliation

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Icon - Close Account Request

Close Account Request

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Icon - Courtesy Pay Select - Opt In

Courtesy Pay Select - Opt In

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Icon - Deposit Slip

Deposit Slip

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Icon - Membership Enrollment Application

Membership Enrollment Application

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Icon - Membership Enrollment Application - Businesses and Organizations

Membership Enrollment Application - Businesses and Organizations

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Icon - Online Access Request to Link Accounts

Online Access Request to Link Accounts

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Icon - Statement Copy Request

Statement Copy Request

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Icon - Termination of Joint Owner

Termination of Joint Owner

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Icon - Totten Trust Account Application

Totten Trust Account Application

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Icon - Trust Account Application

Trust Account Application

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Icon - Uniform Transfers to Minors Act (UTMA) Account Application

Uniform Transfers to Minors Act (UTMA) Account Application

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Icon - Wire Transfer

Wire Transfer

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Credit Cards and Loans

Icon - ACH Origination Authorization Agreement

ACH Origination Authorization Agreement

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Icon - Loan Payment Due Date Modification Request

Loan Payment Due Date Modification Request

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Icon - Mortgage Automatic Payment Authorization

Mortgage Automatic Payment Authorization

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Icon - Visa Balance Transfer

Visa Balance Transfer

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Icon - Visa® Automatic Payments

Visa® Automatic Payments

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Icon - Visa® Credit Cards - Add an Authorized User

Visa® Credit Cards - Add an Authorized User

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Disputes and Fraud

Icon - Debit/ATM Card Disputed Transaction Form

Debit/ATM Card Disputed Transaction Form

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Icon - Debit/ATM Cardholder Fraudulent Transaction

Debit/ATM Cardholder Fraudulent Transaction

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Some forms cannot be submitted online. Please print these completed forms and follow the instructions below:

Submit at any Summit branch location
or
Mail to The Summit Federal Credit Union:
Canal Ponds Business Park
100 Marina Drive
Rochester, NY 14626
Attn: Member Service Center

Fax: (585) 453-7242


Can’t find what you’re looking for? Call our Member Service Center at (585) 453-7030 or (800) 836-7328 extension 7030, or send us an email at mservice@summitfcu.org.