Forms and Applications


Download and complete the form you need, then submit it at any branch or mail it to the address listed on the form. Adobe Acrobat Reader1 is required to view and print certain forms.

Membership & Accounts

  1. Automatic Transfers Incoming & Outgoing (ACH)
  2. Change of Address
  3. Checking Account Reconciliation Worksheet
  4. Direct Deposit Authorization
  5. Member Handbook
  6. Member Handbook Addendum
  7. Member Handbook: Fee Schedule
  8. Printable Membership Application
  9. Notification of Automatic Withdrawal Change
  10. Payroll Disbursement
  11. Privacy Policy - CA and Federal
  12. Privacy Opt-Out Form
  13. Sign up for Online Banking
  14. Request to Close Account
  15. Written Statement of Unauthorized Debit (ACH)
  16. Designation of Beneficiary
  17. CUSC Fee Schedule
  18. Patelco Open Ended Loan Agreement

Checking & Savings Accounts

  1. Free Checking
  2. Interest Checking
  3. Premier Interest Checking
  4. Tiered Savings
  5. Certificates
  6. Treasury Income Account
  7. Money Market Accounts
  8. IRAs
  9. ATM & Debit Card Application

Credit Card Forms & Applications

  1. Error in Billing – Dispute Form
  2. Fraud Claim Form
  3. Visa Gold Application
  4. Visa Classic Application
  5. Student Visa Application
  6. Printable Application
  7. Credit Card Disclosure

Health Savings Accounts

  1. HSA Online Application
  2. HSA Mail Application and Eligibility
  3. HSA Rollover Certification
  4. HSA Transfer Request
  5. HSA Withdrawal Authorization
  6. HSA Designation of Beneficiary
  7. HSA Contribution/Investment Form
  8. HSA Employer Contribution Form
  9. HSA Qualified Funding Form
  10. HSA Eligibility and Information

Personal Loans & Lines of Credit

  1. Signature Loan Application
  2. Savings Secured Loan Application
  3. Certificate Secured Loan Application
  4. Debt Consolidation Loan Application
  5. Computer Loan Application
  6. Pay Day Line of Credit Application
  7. Printable Application

Vehicle & Boat Loans

  1. Car & Truck Loan Application
  2. Motorcycle Loan Application
  3. Boat & RV Loan Application

Home & Home Equity Loans

  1. Home Loan & Home Equity Loan Application

Wire Transfers

  1. Domestic Outgoing Wire Request

Financial Preparation Kit

  1. Comprehensive Version
  2. Extra Sheets

IRA Contribution & Withdrawal

  1. Contribute to your Traditional IRA
  2. Contribute to your Roth IRA
  3. Make a withdrawal from your Traditional IRA
  4. Make a withdrawal from your Roth IRA

  1. Adobe Acrobat Reader is required. Get it free at adobe.com.