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Patelco 新闻

我们在这里支持你.

2023年税务信息- 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在线™
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在线™ and tap or click on the account that earned interest. 选择 语句 & 文档 选项卡, and then look in the middle of the page for the 税务报告 选项卡. (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 税务时间常见问题.

获得TurboTax折扣
As a Patelco member, you get an exclusive discount with TurboTax — 现在就享受折扣.

更多的问题?
For questions about everything from refund checks to direct deposit, refer to our updated 税务时间常见问题.

We're protecting you with our top-notch cybersecurity

8月1日, 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.

我们是这样保护你的:

  • 我们的设备受到保护
    All the hardware our organization uses has best-in-class protection – from laptops to phones to data servers.
  • 我们的网络受到监控
    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.
  • 我们团队的账户是安全的
    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
    一如既往地, you 太 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

9月13日, 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,彼得·哈内特说, 帕特尔科信用合作社'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, 战略规划, and overall leadership within the credit union industry.”

Our San Ramon branch has moved to a new location

8月9日, 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, 私人会员服务处, 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!

让你 见多识广,与时俱进

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