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Patelco News

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2023 tax information — plus an exclusive TurboTax discount

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, 2024 (or earlier if you get an email telling you that your tax documents are ready).

Only members who earned more than $10 in interest with Patelco during 2023 will receive a 1099-INT statement from Patelco for 2023. As a reminder, Patelco’s Payer ID number is 94-0755684.

If you are receiving a 1099-INT statement, on January 31, 2024, log in to Patelco Online™ and tap or click on the account that earned interest. 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 2023.)

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

Get your TurboTax discount
As a Patelco member, you get an exclusive discount with TurboTax — get your discount now.

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

Notice of Vacancies and Election Procedures for the Election of Directors of Patelco Credit Union

Number of Vacancies

The number of vacancies and terms of office to be filled by election by the members of Patelco Credit Union are as follows: Three (3) Directors have terms expiring in April 2024. The expiration of a Director’s term creates a vacancy for which Patelco members may apply, as provided in the Patelco Bylaws. Each Director’s term is for a period of three (3) years. Two of the three Directors, whose current term is expiring in April 2024, are seeking re-election for an additional three (3) year term.


Nominations for election to the board shall be made (1) by nomination by the Governance Committee of Patelco Credit Union, and (2) by members by means of petition signed by 100 members of Patelco Credit Union; such petitions to be in a form approved by Patelco Credit Union and to have been signed by Patelco Credit Union members within eleven (11) months preceding the date of the meeting at which directors are to be elected. Candidates must be Patelco members in good standing. A petition nominating a member as a candidate to fill one of the vacancies must be accompanied by a statement attesting to the candidate’s willingness to serve if elected.

Persons interested in being nominated by the Governance Committee are urged to submit a resume, and such other information as the applicant views pertinent, to the Governance Committee between December 21, 2023 and January 15, 2024 and addressed as follows:

Governance Committee
c/o Angela Jeffers
Patelco Credit Union
3 Park Place
Dublin, CA 94568

Close of Nominations

Nominations will close at midnight on February 16, 2024. Petitions shall be delivered to the Secretary of the corporation by the date set for the close of nominations and petitions not so delivered will be invalid. Petitions may be mailed in lieu of delivery and, if mailed, the postmark date on the envelope shall determine the effective date of delivery of the petition(s) to the Secretary of the corporation.

Individuals nominated or not nominated by the Governance Committee will be notified the week of January 22, 2024, in order to allow time for the petition process.

No nominations for the Board of Directors can be made after the close of nominations.

Notice of Nominations and Meeting Date, Time and Place

Following the close of nominations, if there is more than one candidate for election to any vacant position, the Credit Union shall mail to all members entitled to vote a notice of the date, time and place of the meeting at which elections will occur. The notice will be accompanied by a list of persons nominated for vacancies and the terms of office on the Board of Directors. The list shall be accompanied by a statement prepared by each nominee, not to exceed 250 words in length, setting forth the nominee’s qualifications and the reason for the nominee’s candidacy.

In order to have a statement included in the mailing, a nominee should submit the statement to the Secretary of the corporation by close of business February 16, 2024, but in any case, not later than midnight, two business days before the mailing.


Elections shall occur by voting at the Annual Meeting using general proxies.

Voting of General Proxies

The Board of Directors will vote general proxies on all matters properly presented at the Annual Meeting, including the election of Directors.

We're protecting you with our top-notch cybersecurity

August 1, 2022 — Global conflict has dominated the news this week, including coverage of cyberattacks. While there's no particular threat to Patelco, we’re writing today to share how we protect your accounts – so you know your money and your information are safe and secure 24/7.

Here's how we're guarding you:

  • Our devices are protected
    All the hardware our organization uses has best-in-class protection – from laptops to phones to data servers.
  • Our networks are monitored
    We protect our communications and data with next-generation security systems that monitor and control incoming and outgoing network traffic. Our firewalls are monitored and managed by a global cybersecurity firm, and our network traffic is analyzed for threats 24 hours a day.
  • Our team's accounts are secured
    To secure our team members' access to our mission-critical systems, Patelco uses a leading information security company with over 20 years of experience protecting financial institutions We further protect all our administrative accounts with multifactor authentication (MFA) — think of it like a vault requiring multiple keys to access. Here's how to set up that same protection for your online banking account.
  • We have plans in place to respond to any unexpected cyber events
    We routinely test and refine our incident response plans so that we’re prepared in the event of anything unexpected.
  • We've got the knowledge you need to protect yourself
    As always, you too play an important role in account security: by keeping your personal information private. Never share these 5 pieces of information with anyone who contacts you – even if they claim to be from Patelco.

President and CEO Erin Mendez joins Patelco Board

September 13, 2021 — 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.”

Our San Ramon branch has moved to a new location

August 9, 2021 — 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!

Keeping you informed and up-to-date

Stay up-to-date on what’s happening at Patelco Credit Union, in our branches, and in the communities we serve. Bookmark this page to see what’s new, and follow our Social channels too – we’ll always have the most up-to-date information there, too.


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