Updated holiday hours for Monday, January 17

For the upcoming holiday on Monday, January 17, our branches, call center, online chat, and Virtual Branch will be closed.

To check your balance, pay a bill, make a transfer and more, log in to online banking.


2021 tax information

It's tax time, and Patelco is here to help. We're making your tax documents available online, plus answering your most popular tax questions.

Find your tax documents in Patelco Online™
1099-INT statements will be ready by January 31 (or earlier if you get an email telling you that your tax documents are ready). On January 31, log in to Patelco Online™ and select the ACCOUNTS widget. Select the Statements & Documents tab, and then look in the middle of the page for the Tax Reports tab. You will only receive a 1099-INT statement if you earned $10 or more in interest with Patelco during 2021.

If you're looking for tax documents besides 1099-INT statements, check out our updated Tax Time FAQs.

More questions?
For questions about everything from refund checks to direct deposit, refer to our updated Tax Time FAQs.


Notice of Vacancies

Our annual Notice of Vacancies for 2022 is now available. Please view it here.

President and CEO Erin Mendez joins Patelco Board

Patelco President and CEO Erin Mendez has been appointed to the Patelco Board of Directors. Mendez will fill the term of former board member Emily Shubert through April 22, 2022. At that time, she will have the opportunity to be re-elected to serve a three-year term.

“Erin has been instrumental in Patelco’s growth and transformation over the past eight years and we’re extremely proud to welcome her to the board,” said Peter Hanelt, Patelco Credit Union’s Chairman of the Board. “While it's common for a CEO to be on the board of a public company, it’s certainly less so among credit unions. Appointing Erin is a recognition of her unwavering commitment to improving the financial health and well-being of more than 400,000 Patelco members throughout Northern California. It’s also a result of her governance, strategic planning, and overall leadership within the credit union industry.”

Check out our PR release for more information.

Our San Ramon branch has moved to a new location

Our San Ramon Crow Canyon branch has closed and we are excited to announce that our San Ramon City Center branch is now open!

This new larger space located at 6000 Bollinger Canyon Rd offers parking available directly in front, private member service offices, and free and open community workspace including free wifi.

On behalf our San Ramon Valley team, we look forward to seeing you at our new location!