Recent Patelco News
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We are conducting the 2026 Annual Meeting by Electronic Transmission as provided in Section 411 of the Amended and Restated Bylaws of Patelco Credit Union effective April 28, 2017 (the “Bylaws”).
The Annual Meeting will be hosted by video conference on April 30, 2026, at 5pm PT.
Registration is required to attend
We welcome you to join us and take this opportunity to submit questions in advance. To register, please send an email to annualmeeting2026@patelco.org no later than 11:59pm PT on Friday, April 24, 2026.
If you would like to submit a question, please do so in advance via email (to the same address above). We will answer as many questions as possible during the virtual meeting.
How to receive Annual Meeting materials
The Annual Meeting materials will be available for download at patelco.org on April 13, 2026. The materials will include the following:
- Notice of Annual Meeting
- Meeting Agenda
- Minutes of 2025 Annual Meeting
- 2025 State of the Credit Union
- 2025 Annual Report
Matters requiring a vote
Please note that there is no new business to discuss. The only matter requiring a vote of the members in attendance is approval of the 2025 Annual Meeting minutes.
Patelco Credit Union 2026 list of candidates nominated
Board of Directors – Four (4) positions to be filled by acclamation of the Board of Directors as provided in the Bylaws:
Collen Cabey3-year termDebra Chaw3-year termVickie Rath3-year termJesse Rivera3-year termSection 501(D) of the Patelco Credit Union Bylaws provides “If no more nominations for vacant positions are received than the number of vacant positions, the credit union may, without further action, declare that those nominated and qualified to be elected are elected.” Four candidates have been nominated to fill the four open Director seats. Therefore, the Directors nominated will be approved by acclamation of the Board of Directors as provided by the Bylaws.
As we move into 2026 and prepare to celebrate Patelco’s 90th anniversary, our mission remains clear: strengthening your financial wellbeing. In 2025, we supported members through shifting economic conditions, expanded access to low-cost financial products, and continued offering competitive loan options when many households felt rising cost pressures. Our financial foundation stayed strong, with healthy net worth, robust liquidity, and the vast majority of deposits insured — ensuring we can keep reinvesting in member value.
We deepened our commitment to financial wellness through coaching, workshops, and tools that help members budget, reduce debt, and build savings. We also expanded hardship assistance and saw an increasing number of our members take advantage of our no-cost consultations of Certified Financial Specialists — so members never have to navigate challenges alone. And with continued investments in fraud prevention and security, protecting your financial health remains central to who we are.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, 2026 (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 2025 will receive a 1099-INT statement from Patelco for 2025.
If you are receiving a 1099-INT statement, on January 31, 2026, log in to Patelco Online™ select Accounts from the main menu, and then select Statements & Documents. Then choose the Tax tab. (You will only receive a 1099-INT statement if you earned $10 or more in interest with Patelco during 2025.)
If you’re looking for tax documents besides 1099-INT statements, check out our updated Tax Time FAQs.
Get your TurboTax and H&R Block discounts
As a Patelco member, you can save big on tax prep with exclusive member discounts. You can save 20% on TurboTax® or save up to $25 on in-office tax prep services from H&R Block, plus save even more with early-season pricing when you file by February 28.
More questions?
For questions about everything from refund checks to direct deposit, refer to our updated Tax Time FAQs.On June 29, 2024, there was a security incident that required Patelco to proactively shut down our day-to-day banking systems. On July 15, 2024, Patelco successfully restored core banking services and transactions. We created a webpage for the latest updates on our operations and service availability. Visit our Security Incident Information Center for details.
Being transparent to members about our financial health and how we fulfill our mission as a credit union is a priority for us. Be sure to explore our financial statements as well as our annual reports to learn more about our financial performance and our yearly recaps.
