Member Forms

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New Business Account (Texas) NewBusinessTX
Business Virtual Branch
Open a new business account in the state of Texas.
Fill out online
Business Due Diligence NewBusinessTX
Business Virtual Branch
Add / remove account owner(s) or open a new business account from an existing business savings account base-8.
Fill out online
Business Loan Application
Business
Apply for a Security Service business loan.
PDF
Personal Financial Statement
Business
Balance accounts with the personal financial statement.
PDF
Reorder Business Checks
Business
To reorder business checks please call 1.800.503.2345.
Required Documents for Colorado
Business
Refer to the following checklists for required documents to open a Business Account in Colorado.
PDF
Required Documents for Texas
Business
Refer to the following checklists for required documents to open a Business Account in Texas.
PDF
Required Documents for Utah
Business
Refer to the following checklists for required documents to open a Business Account in Utah.
PDF
Resolution of Authority (Deposit Accounts) ResolutionOfAuthority
Business
Authorize business transactions.
PDF
Account and Routing Number
Correspondence Common Forms
Request an Account and Routing Number correspondence on SSFCU letterhead.
Fill out online
Loan Payoff Request
Correspondence Loans
Loan Payoff Request correspondence on SSFCU letterhead.
Fill out online
Permission to Drive Request
Correspondence
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
Pay-on-Death Beneficiaries
General
Update Pay-on-Death Beneficiaries for your existing accounts.
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Account Action Form
General
Manage code word associated with your accounts.
Fill out online PDF
Direct Deposit Request
General Common Forms
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
PDF
Deposit/Withdrawal Slip
General Common Forms
Print your transaction slip for withdrawals and deposits ahead of time.
PDF
Add a Joint Owner AddJoint add joint owner joint account
General Common Forms
Add a joint owner to a personal account. Joint owner must be added to all accounts that match the account structure.
Fill out online
Remove a Joint Owner RemoveJoint remove joint owner joint account
General Common Forms
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.
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Name Change Request
General
Change the account holder display name. Updated ID is required.
Fill out online PDF
Online Banking Additional Access Request
General
Grant online banking access to additional users.
PDF
Survivor Assistance Guide
General
A guide to help you through the account settlement process.
PDF
ACH Stop Payment Request ACHStopPaymentRq
Stop Payment
Request a stop payment on ACH transactions for your personal or business accounts.
Fill out online PDF
Declaration of Loss Mailed Official Checks
Stop Payment
Stop payment for Official check lost in mail from Security Service.
PDF
Declaration of Loss Official Checks
Stop Payment
Stop payment for Official check originally in possession of member.
PDF
Release ACH Stop Payment Request
Stop Payment
Remove stop payment and restore ACH transaction.
Fill out online PDF
Release Stop Payment Request
Stop Payment
Remove stop payment on specific check.
Fill out online PDF
Stop Payment Order
Stop Payment
Place a stop payment on a specific check or a range of checks.
Fill out online PDF
Authorization for ACH Credit
Certificates
Direct deposit for certificate interest to another financial institution.
PDF
Share Certificate Maintenance Request
Certificates
Request maintenance on an existing Traditional Share Certificate.
Fill out online
Traditional IRA Application
Traditional IRA All IRA Forms
Apply online PDF
Traditional IRA Withdrawal Authorization
Traditional IRA All IRA Forms
Apply online PDF
IRA Beneficiary Designation
Traditional IRA All IRA Forms
PDF
IRA Asset Request Instructions
Traditional IRA Roth IRA All IRA Forms
Use this form to move IRA funds to SSFCU
PDF
Traditional IRA Contribution and Investment Selection
Traditional IRA All IRA Forms
Apply online PDF
Traditional IRA RMD Payment Election
Traditional IRA All IRA Forms
Fill out online PDF
Roth IRA Application
Roth IRA All IRA Forms
Use this form to move IRA funds to SSFCU.
Apply online PDF
IRA Direct Conversion Request
Roth IRA All IRA Forms
PDF
Roth IRA Withdrawal Authorization
Roth IRA All IRA Forms
Apply online PDF
Roth IRA Contribution and Investment Selection form
Roth IRA All IRA Forms
Apply online PDF
Coverdell ESA Application CESA
Coverdell ESA All IRA Forms
Apply online PDF
CESA Direct Transfer Instructions
Coverdell ESA All IRA Forms
PDF
Coverdell ESA Withdrawal Authorization CESA
Coverdell ESA All IRA Forms
Apply online PDF
CESA Contribution and Investment Selection
Coverdell ESA All IRA Forms
Apply online PDF
CESA Death Beneficiary Designation
Coverdell ESA All IRA Forms
PDF
Auto Debit Cancellation
Loans
Cancel automated transfers between internal Security Service accounts only.
Fill out online PDF
Auto Debit Request
Loans
Set up or modify an auto debit transfer between internal Security Service accounts.
Fill out online PDF
ACH Loan Payment Authorization: SSFCU Loan
Loans Common Forms
Set up and cancel ACH payments from external accounts on your Security Service loan.
Fill out online PDF
Loan Extension Agreement
Loans
Request a loan extension.
PDF
Payment Due Date Agreement
Loans
Request to change loan payment due date.
PDF
Mortgage Payment Authorization
Loans
Pay your mortgage loan via ACH. Follow instructions in document.
  • Download and follow instructions in document
PDF
ACH Payment Authorization: Security Service Credit Card
Credit Cards
Set up ACH payments on your Security Service credit card.
Fill out online PDF
Debit/Credit Card Dispute
(Non-Fraud)
Credit Cards Disputes
Report a Non Fraud dispute on an authorized debit or credit card transaction. To report fraudulent activity please contact 1.888.415.7878.
Fill out online PDF
Credit Card Authorized User Request Form
Credit Cards
Add an authorized user to your credit card.
PDF
Unauthorized PIN Transactions
Fraud
Complete this form to dispute unauthorized pinned ATM/Debit Card transactions.
PDF
Negotiable Instruments & Monetary Transactions Dispute NegotiableInstrumentsDispute
Fraud
Dispute an unauthorized check transaction.
PDF
Unauthorized ACH Debit Dispute
Fraud Common Forms
Dispute an unauthorized ACH item.
Fill out online PDF
Credit Report Dispute and Investigation Form
Dispute
Dispute items reported to Credit Bureau with supporting documents.
Fill out online PDF
Comprehensive Only Insurance Form for Deployed Military Members
Military
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.
Fill out online PDF
Emergency Deployment Loan Application
Military
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.
PDF
Request for Servicemembers Civil Relief Act (SCRA) Benefits
Military
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.
PDF
Permission to Ship Form
Military Correspondence
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
SCRA Waiver
Military Loans
Active duty automobile voluntary surrender form.
Fill out online PDF
Political Action Group Contribution Form
Other
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.
PDF
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