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

Account Maintenance Fee Income Exemption

ACH Dispute

Change of Address

Check Copy Request

Checking Account Reconciliation

Close Account Request

Courtesy Pay Select - Opt In

Deposit Slip

Membership Enrollment Application

Membership Enrollment Application - Businesses and Organizations

Online Access Request to Link Accounts

Statement Copy Request

Termination of Joint Owner

Totten Trust Account Application

Trust Account Application

Uniform Transfers to Minors Act (UTMA) Account Application

Wire Transfer
Credit Cards and Loans

ACH Origination Authorization Agreement

Loan Payment Due Date Modification Request

Mortgage Automatic Payment Authorization

Visa Balance Transfer

Visa® Automatic Payments

Visa® Credit Cards - Add an Authorized User
Disputes and Fraud

Debit/ATM Card Disputed Transaction Form

Debit/ATM Cardholder Fraudulent Transaction
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.