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Home > Tools & Resources > Forms & Applications


Forms & Applications
Download and complete the form you need, then submit it to Patelco. You'll need Adobe Acrobat Reader to view the forms.
Membership and Accounts
Application/IRA Form
Change of Address
Checking Account Reconciliation Worksheet
Checking Switch Kit - California
Checking Switch Kit - National
Direct Deposit Authorization
Health Savings Account - All Forms
Member Handbook: Account Disclosures & Fee Schedule
Invitation to Join - California
Invitation to Join - National
Notification of Automatic Withdrawal Change
Payroll Disbursement
Privacy Policy - California
Privacy Policy - Federal
Request a Password for PC-24 Online Banking
Request to Close Account
Written Statement of Unauthorized/Improper
ACH Activity
Loans and Credit Cards
Credit Card Application
Equity Loan Application
Wire Transfers
Domestic Outgoing Wire Instructions
International Outgoing Wire Instructions
Financial Preparation Kit
Comprehensive Version
Minimal Version
Extra Sheets


Financial Preparation
Kit. Be prepared for
emergency situations.
Financial Preparation Kit

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This credit union is federally insured by the National Credit Union Administration. Your savings insured to at least $100,000 by National
Credit Union Administration, a U.S. Government Agency.