Switching to Shell Federal Credit Union is easy! Shell Federal Credit Union has made moving your accounts from your old financial institution easy with our convenient Switch Kit. All the letters and forms you will need to make this transition as easy as possible are provided here ... all you have to do is print and mail the letters to the appropriate companies and/or individuals.
Three Simple Steps to Switch Select a form below. Type your information into the pre-written form, print the document, and mail it to the appropriate party explaining the change in your banking relationship.
1.Open an account at Shell Federal Credit Union
2. Stop using your old account
3.Select letter(s) below to print and mail
Checklist for Changing Your Banking Account
Use the checklist below to mark items you've completed and to remember all the steps needed to change your account to Shell Federal Credit Union.
Send this letter to each of your vendors to transfer any automatic payments from your old account to your Shell Federal account. Payment examples include: utilities, day care, fitness clubs, insurance companies, mortgage, etc.
Use this form to change your direct deposit from your old account(s) to your new Shell Federal account(s). This may include deposits for payroll, social security, etc.
Or, call the Social Security Administration at 1-800-772-1213 (TTY 1-800-325-0778).
Adobe Acrobat Reader To view, download, and print these documents you need Adobe Acrobat Reader. If you do not already have this free plug-in for your browser, please download and install it on your computer by clicking the Acrobat link above.
Use this form to change your direct deposit from your old account(s) to your new Shell Federal account(s). This may include deposits for payroll, social security, etc. 
Phone: (800) 388-5542 Privacy Policy