Member Forms
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New Business Account (Texas)
NewBusinessTX
Open a new business account in the state of Texas.
- Fill out online and submit
Business Due Diligence
NewBusinessTX
Add / remove account owner(s) or open a new business account from an existing business savings account base-8.
- Fill out online and submit
Business Loan Application
Apply for a Security Service business loan.
- Download PDF and fill out
Personal Financial Statement
Balance accounts with the personal financial statement.
- Download PDF and fill out
Reorder Business Checks
To reorder business checks please call 1.800.503.2345.
Required Documents for Colorado
Refer to the following checklists for required documents to open a Business Account in Colorado.
- Download PDF and fill out
Required Documents for Texas
Refer to the following checklists for required documents to open a Business Account in Texas.
- Download PDF and fill out
Required Documents for Utah
Refer to the following checklists for required documents to open a Business Account in Utah.
- Download PDF and fill out
Resolution of Authority (Deposit Accounts)
ResolutionOfAuthority
Authorize business transactions.
- Download PDF and fill out
Account and Routing Number
Request an Account and Routing Number correspondence on SSFCU letterhead.
- Fill out online and submit
Loan Payoff Request
Loan Payoff Request correspondence on SSFCU letterhead.
- Fill out online and submit
Permission to Drive Request
Permission to Drive Request correspondence on SSFCU letterhead to drive within Mexico or Canada (required for Canadian border when traveling to Alaska).
- Fill out online and submit
Pay-on-Death Beneficiaries
Update Pay-on-Death Beneficiaries for your existing accounts.
- Fill out online and submit
Account Action Form
Manage code word associated with your accounts.
- Download PDF, fill out, and fax to 210.444.3000
- Fill out online and submit
Direct Deposit Request
Request to set up direct deposit. Print, fill out, and provide to your payroll office.
- Download PDF, fill out, and provide to your payroll office
Deposit/Withdrawal Slip
Print your transaction slip for withdrawals and deposits ahead of time.
- Download PDF, fill out, and bring to a branch
Add a Joint Owner
AddJoint
add joint owner joint account
Add a joint owner to a personal account. Joint owner must be added to all accounts that match the account structure.
- Fill out online and submit
Remove a Joint Owner
RemoveJoint
remove joint owner joint account
Remove joint account owners from an account. Joint owner must be removed from all accounts that match the account structure. You will need a copy of valid driver's license/state ID and Joint account owner signature.
- Fill out online and submit
Name Change Request
Change the account holder display name. Updated ID is required.
- Download PDF, fill out, and fax to 210.444.3000
- Fill out online and submit
Survivor Assistance Guide
A guide to help you through the account settlement process.
- Download PDF, fill out, and fax to 210.476.4665
ACH Stop Payment Request
ACHStopPaymentRq
Request a stop payment on ACH transactions for your personal or business accounts.
- Download PDF, fill out, and fax to 210.476.4651
- Fill out online and submit
Declaration of Loss Mailed Official Checks
Stop payment for Official check lost in mail from Security Service.
- Download PDF, fill out, and fax to 210.444.3000
Declaration of Loss Official Checks
Stop payment for Official check originally in possession of member.
- Download PDF, fill out, and fax to 210.444.3000
Release ACH Stop Payment Request
Remove stop payment and restore ACH transaction.
- Download PDF, fill out, and fax to 210.476.4414
- Fill out online and submit
Release Stop Payment Request
Remove stop payment on specific check.
- Download PDF, fill out, and fax to 210.444.3000
- Fill out online and submit
Stop Payment Order
Place a stop payment on a specific check or a range of checks.
- Download PDF, fill out, and fax to 210.444.3000
- Fill out online and submit
Authorization for ACH Credit
Direct deposit for certificate interest to another financial institution.
- Download PDF, fill out, and fax to 210.476.4414
Share Certificate Maintenance Request
Request maintenance on an existing Traditional Share Certificate.
- Fill out online and submit
Traditional IRA Application
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
- Apply online and submit
Traditional IRA Withdrawal Authorization
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
- Apply online and submit
IRA Beneficiary Designation
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
IRA Asset Request Instructions
Use this form to move IRA funds to SSFCU
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
Traditional IRA Contribution and Investment Selection
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
- Apply online and submit
Traditional IRA RMD Payment Election
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
- Fill out online and submit
Roth IRA Application
Use this form to move IRA funds to SSFCU.
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
- Apply online and submit
IRA Direct Conversion Request
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
Roth IRA Withdrawal Authorization
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
- Apply online and submit
Roth IRA Contribution and Investment Selection form
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
- Apply online and submit
Coverdell ESA Application
CESA
- Download PDF, fill out, and email to ira@ssfcu.org or fax to 210.476.4441
- Apply online and submit
CESA Direct Transfer Instructions
- Download PDF, fill out, and fax to 210.476.4441
Coverdell ESA Withdrawal Authorization
CESA
- Download PDF, fill out, and fax to 210.476.4441
- Apply online and submit
CESA Contribution and Investment Selection
- Download PDF, fill out, and fax to 210.476.4441
- Apply online and submit
CESA Death Beneficiary Designation
- Download PDF, fill out, and fax to 210.476.4441
Auto Debit Cancellation
Cancel automated transfers between internal Security Service accounts only.
- Download PDF, fill out, and fax to 210.444.3000
- Fill out online and submit
Auto Debit Request
Set up or modify an auto debit transfer between internal Security Service accounts.
- Download PDF, fill out, and fax to 210.444.3000
- Fill out online and submit
ACH Loan Payment Authorization: SSFCU Loan
Set up and cancel ACH payments from external accounts on your Security Service loan.
- Download PDF, fill out, and fax to 210.476.4414
- Fill out online and submit
Loan Extension Agreement
Request a loan extension.
- Download PDF, fill out, and fax to 210.476.4647
Payment Due Date Agreement
Request to change loan payment due date.
- Download PDF, fill out, and fax to 210.476.4272
Mortgage Payment Authorization
Pay your mortgage loan via ACH. Follow instructions in document.
- Download and follow instructions in document
ACH Payment Authorization: Security Service Credit Card
Set up ACH payments on your Security Service credit card.
- Download PDF, fill out, and fax to 210.476.4651
- Fill out online and submit
Debit/Credit Card Dispute
(Non-Fraud)
(Non-Fraud)
Report a Non Fraud dispute on an authorized debit or credit card transaction. To report fraudulent activity please contact 1.888.415.7878.
- Download PDF, fill out, and fax to 210.476.4651
- Fill out online and submit
Credit Card Authorized User Request Form
Add an authorized user to your credit card.
- Download PDF, fill out, and fax to 210.476.4651
Unauthorized PIN Transactions
Complete this form to dispute unauthorized pinned ATM/Debit Card transactions.
- Download PDF, fill out, and fax to 210.444.3117
Negotiable Instruments & Monetary Transactions Dispute
NegotiableInstrumentsDispute
Dispute an unauthorized check transaction.
- Download PDF, fill out, and fax to 210.444.3117
Unauthorized ACH Debit Dispute
Dispute an unauthorized ACH item.
- Download PDF, fill out, and fax to 210.476.4414
- Fill out online and submit
Credit Report Dispute and Investigation Form
Dispute items reported to Credit Bureau with supporting documents.
- Download PDF, fill out, and fax to 210.476.4048
- Fill out online and submit
Comprehensive Only Insurance Form for Deployed Military Members
You may be able to lower insurance costs by storing your vehicle(s) and temporarily dropping collision coverage while deployed. To do so, you must maintain comprehensive insurance with a maximum $1,000 deductible.
- Download PDF, fill out, and bring to a branch
- Fill out online and submit
Emergency Deployment Loan Application
Our deployment loan of up to $2,500 is available to help active duty members and reservist members called to active duty, as well as their dependents, when they are impacted by deployment.
- Download PDF, fill out, and bring to a branch
Request for Servicemembers Civil Relief Act (SCRA) Benefits
Under the Servicemember's Civil Relief Act (SCRA), Security Service members who become active duty military can have the rate on their existing loans at Security Service reduced to 6.00% APR. Visit Operation Salute the Strong for more information.
- Download PDF, fill out, and bring to a branch
Permission to Ship Form
If you're called to duty overseas and you’ve financed your vehicle with Security Service, you might be able to ship it overseas. Visit Operation Salute the Strong for more information.
- Fill out online and submit
Active duty automobile voluntary surrender form.
- Download PDF, fill out, and fax to 210.476.4634
- Fill out online and submit
Political Action Group Contribution Form
The Security Service Federal Credit Union Political Action Committee (SSFCUPAC) was formed to provide Security Service with a voice in the political arena to influence issues that directly impact the financial industry.
- Download PDF and fill out
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