Patelco Application Form

Fast. Easy. Secure.

Now is the right time to invest in you.

Open a new account by completing this easy-to-use application. Have questions or need help? Call us at 800.358.8228.

Already a member?

Before You Apply

Thank you for choosing to become a member of Patelco!

To begin your application,you will need the following items:

Any one of Driver's License, Passport, Military ID, State ID
U.S. Social Security Number
U.S. Citizenship or Resident alien status

We look forward to helping you meet all your financial goals.

Important Information About Procedures for Opening a New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What This Means to You:

When you open a new account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Enter Eligibility *

How do you qualify for membership?

I live, work, worship or attend school in Alameda, Contra Costa, El Dorado, Marin, Merced, Napa, Placer, Sacramento, San Francisco, San Joaquin, San Mateo, Santa Clara, Solano, Sonoma, Stanislaus, or Yolo counties

Or, I live, work, worship or attend school in the California cities of Bakersfield, Eureka, McKinleyville, or Santa Cruz

Or, I am an employee or pensioner of one of Patelco’s 1,110+ sponsor companies

My family member or roommate has an account with Patelco

I don't meet any of the above membership qualifications

Not sure? Click here for further details or call 1-800-358-8228 and let us help you determine your membership eligibility.

Select Product(s)

Primary Applicant Information

* denotes a required field

Personal

First Name *	Initial	Last Name *
Social Security Number * - -	Date of Birth * / /

Residential Address

Street 1 *

Street 2

City *	State *	Zip *
Date of Occupancy *
Is this home co-owned by an individual not on this application? * Yes No Co-Owner's Gross Monthly Income *

Previous Address (If residential address is less than 5 years)

Street 1

Street 2

City	State	Zip
Date of Occupancy *

Contact

Home Phone () - -	Work Phone () - -	Extension
Cell Phone () - -

Email *

Confirm Email *

Preferred Contact *

Identification

Type *	Expiration * / /
ID Number *	State *

Country (required if Passport or Matricula)

Employment

Employment Status *	Employer *
Occupation * (Enter current occupation if employed, or previous occupation if retired or not employed)

Is this your primary residence? We can only modify primary residence.	Yes No
Are there any junior liens or equity loans?	Yes No
Do you want to stay in your home?	Yes No
What payment can you afford?
Have you filed for bankruptcy?	Yes No
Current property value?
Annual property taxes?
Annual property insurance?
Liquid Assets (excluding retirement or IRAs)?
Household expenses?

Quick Help

New Account Application

Fast. Easy. Secure.

Already a member?

Before You Apply

Important Information About Procedures for Opening a New Account

What This Means to You:

Enter Eligibility *

Select Product(s)

Primary Applicant Information

Personal

Residential Address

Previous Address (If residential address is less than 5 years)

Contact

Identification

Employment

Account Information

No products selected

Additional Information

Promotional Code

Investment Information

MAP Auto Buying Service

Setup Challenge Question