Forms & Instructions

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.

Helpful Information

• 
  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
• 
  Debit/ATM Card Disputed Transaction Form
• 
  Debit/ATM Cardholder Fraudulent Transaction
• 
  Loan Payment Due Date Modification Request
• 
  Membership Enrollment Application
• 
  Membership Enrollment Application - Businesses and Organizations
• 
  Mortgage Automatic Payment Authorization
• 
  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
• 
  Visa® Automatic Payments
• 
  Visa® Credit Cards - Add an Authorized User
• 
  Visa Balance Transfer
• 
  Wire Transfer
• 
  ACH Origination Authorization Agreement

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.